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
$931M
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.41M
2
+$4.16M
3
+$3.96M
4
ABBV icon
AbbVie
ABBV
+$3.88M
5
ABT icon
Abbott
ABT
+$3.77M

Top Sells

1
+$29.9M
2
+$4.74M
3
+$2.36M
4
BF.B icon
Brown-Forman Class B
BF.B
+$1.83M
5
PYPL icon
PayPal
PYPL
+$621K

Sector Composition

1 Healthcare 26.73%
2 Financials 24.07%
3 Consumer Staples 13.81%
4 Industrials 10.15%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.2M 5.17%
439,938
+34,448
2
$47.8M 5.13%
143,640
+11,081
3
$42.8M 4.6%
282,738
+13,722
4
$42.6M 4.57%
812,678
+65,770
5
$41.7M 4.47%
388,932
+36,236
6
$40.5M 4.34%
192,392
+25,728
7
$39.9M 4.28%
345,834
+26,842
8
$37.2M 3.99%
786,033
+88,049
9
$36.5M 3.92%
316,043
+31,733
10
$36.1M 3.87%
147,686
+12,862
11
$35.2M 3.78%
223,466
+21,063
12
$34.5M 3.7%
370,219
+32,078
13
$34M 3.65%
138,808
+11,849
14
$31.6M 3.4%
43,848
+3,168
15
$28.5M 3.06%
109,202
-18,153
16
$27.7M 2.97%
358,681
+51,297
17
$26.6M 2.85%
275,855
+31,910
18
$26.3M 2.82%
276,266
+31,070
19
$25.8M 2.77%
146,299
+5,172
20
$25.6M 2.75%
642,297
+17,419
21
$22.1M 2.38%
467,193
+34,577
22
$22.1M 2.38%
99,463
+4,205
23
$21.7M 2.33%
303,654
+25,486
24
$20.6M 2.22%
54,760
+7,554
25
$19M 2.04%
89,182
+7,806
1
2 3