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
$552M
AUM Growth
+$24.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.43M
3
+$2.09M
4
TSCO icon
Tractor Supply
TSCO
+$1.64M
5
TROW icon
T. Rowe Price
TROW
+$1.21M

Top Sells

1
+$4.11M
2
+$3.12M
3
+$3.01M
4
WCN icon
Waste Connections
WCN
+$2.79M
5
ECL icon
Ecolab
ECL
+$1.09M

Sector Composition

1 Healthcare 23.13%
2 Financials 18.82%
3 Consumer Staples 15.01%
4 Industrials 11.03%
5 Consumer Discretionary 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 5.89%
388,727
+29,004
2
$26.3M 4.77%
165,771
+6,988
3
$23.8M 4.31%
97,955
+10,340
4
$21.7M 3.94%
482,438
+24,813
5
$21.7M 3.94%
268,176
+10,655
6
$20.3M 3.68%
184,483
+6,825
7
$20.2M 3.66%
362,339
+37,447
8
$19.9M 3.61%
167,069
+7,253
9
$19.7M 3.57%
172,356
+10,548
10
$19.7M 3.57%
227,493
+9,066
11
$19.4M 3.52%
1,073,665
+90,685
12
$19.4M 3.51%
210,052
+12,142
13
$19.2M 3.48%
253,723
+8,555
14
$18.6M 3.37%
515,591
-114,108
15
$17.9M 3.24%
128,565
+3,302
16
$17.2M 3.12%
272,769
+252
17
$16.9M 3.06%
179,762
+5,419
18
$16M 2.89%
288,820
+11,878
19
$15.8M 2.86%
212,271
+12,955
20
$15.2M 2.75%
61,428
+3,699
21
$14.6M 2.65%
258,995
+4,769
22
$14.1M 2.55%
163,664
+5,953
23
$13.2M 2.38%
45,661
-10,437
24
$12.7M 2.31%
94,236
+5,106
25
$12M 2.18%
62,535
+5,271
1
2 3