TIA

Tandem Investment Advisors Portfolio holdings

AUM $2.93B
1-Year Est. Return 4.49%
This Quarter Est. Return
1 Year Est. Return
+4.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$365M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$990K
3
+$900K
4
ICE icon
Intercontinental Exchange
ICE
+$822K
5
EXPD icon
Expeditors International
EXPD
+$804K

Top Sells

1
+$2.34M
2
+$1.2M
3
+$253K
4
BDX icon
Becton Dickinson
BDX
+$227K
5
FDS icon
Factset
FDS
+$66.7K

Sector Composition

1 Healthcare 27.88%
2 Consumer Staples 15.07%
3 Financials 15.02%
4 Consumer Discretionary 11.61%
5 Industrials 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 5.3%
263,509
+284
2
$16.9M 4.65%
179,173
+10,472
3
$15.9M 4.35%
283,028
+1,146
4
$15.7M 4.3%
199,200
+8,889
5
$14.9M 4.08%
66,533
-298
6
$14.9M 4.07%
203,737
+8,854
7
$14.3M 3.93%
485,140
+19,819
8
$13.9M 3.81%
54,650
-892
9
$13.4M 3.67%
56,921
+1,209
10
$12.7M 3.47%
697,030
-13,940
11
$12.6M 3.45%
122,790
+7,633
12
$12.5M 3.41%
171,382
+12,380
13
$12.4M 3.39%
175,847
+9,089
14
$11.6M 3.17%
258,045
+13,269
15
$11.5M 3.14%
153,119
+10,975
16
$11.3M 3.1%
153,857
+10,938
17
$11.2M 3.07%
132,287
+12,331
18
$11.2M 3.06%
102,329
+7,239
19
$10.9M 2.99%
141,305
+9,060
20
$10.8M 2.97%
99,063
+5,035
21
$10.8M 2.96%
94,540
-311
22
$10.3M 2.81%
260,422
+14,265
23
$9.57M 2.62%
53,847
+2,535
24
$8.12M 2.22%
101,744
+1,410
25
$7.95M 2.18%
68,881
-20,270
1
2 3