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
$454M
AUM Growth
+$68.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$8.99M
2
+$2.83M
3
+$2.79M
4
SJM icon
J.M. Smucker
SJM
+$2.74M
5
TROW icon
T. Rowe Price
TROW
+$2.23M

Top Sells

1
+$11.1M
2
+$3.67M
3
+$773K
4
FMC icon
FMC
FMC
+$283K
5
WCN icon
Waste Connections
WCN
+$267K

Sector Composition

1 Healthcare 24.28%
2 Financials 17.3%
3 Consumer Staples 15.85%
4 Industrials 11.19%
5 Consumer Discretionary 10.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 5.8%
329,237
+27,818
2
$19.1M 4.21%
164,124
+23,512
3
$18.7M 4.12%
75,269
-777
4
$18.2M 4.02%
617,809
+68,777
5
$18.1M 4%
225,132
+34,599
6
$17.8M 3.93%
912,005
+144,680
7
$17.5M 3.86%
146,754
+15,892
8
$16.9M 3.73%
423,421
+224,981
9
$16.9M 3.72%
220,472
+28,245
10
$16M 3.53%
253,151
+33,869
11
$15.1M 3.33%
150,768
+22,301
12
$15.1M 3.33%
283,643
+1,238
13
$14.7M 3.24%
182,993
-2,414
14
$14.4M 3.17%
188,912
+22,492
15
$14.3M 3.14%
120,933
+11,058
16
$13.5M 2.98%
178,279
+13,012
17
$13.4M 2.96%
249,143
+37,845
18
$13.2M 2.92%
54,641
+4,448
19
$12.9M 2.84%
52,838
+4,059
20
$12.7M 2.79%
150,305
+6,329
21
$11.5M 2.54%
208,296
-66,205
22
$11.3M 2.49%
57,264
-887
23
$10.7M 2.35%
131,509
+5,020
24
$10.5M 2.32%
235,548
+33,877
25
$10.2M 2.24%
79,310
+5,729
1
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