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
$1.76B
AUM Growth
+$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$24.7M
3
+$20.4M
4
APH icon
Amphenol
APH
+$13M
5
SEIC icon
SEI Investments
SEIC
+$11.9M

Top Sells

1
+$10.1M
2
+$9.48M
3
+$8.69M
4
WCN icon
Waste Connections
WCN
+$7.89M
5
RMD icon
ResMed
RMD
+$6.98M

Sector Composition

1 Financials 29.91%
2 Healthcare 22.68%
3 Consumer Staples 15.58%
4 Technology 13.67%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.3M 4.8%
210,781
-12,082
2
$82.3M 4.69%
612,921
+37,021
3
$73.5M 4.19%
626,473
+28,306
4
$71.9M 4.09%
742,763
+54,352
5
$70.8M 4.03%
295,021
+526
6
$64.9M 3.7%
472,233
-5,826
7
$62.1M 3.54%
1,500,414
+130,425
8
$60.7M 3.46%
371,396
+38,735
9
$56.1M 3.2%
277,081
+14,390
10
$55.7M 3.17%
616,770
+40,163
11
$55.3M 3.15%
311,077
+62,875
12
$51.9M 2.96%
94,293
+6,038
13
$48.8M 2.78%
1,662,437
+345,233
14
$47.7M 2.72%
185,464
+12,956
15
$45.4M 2.59%
926,515
+243,522
16
$45.3M 2.58%
431,658
+25,002
17
$44.3M 2.52%
325,467
-74,500
18
$44.2M 2.51%
198,158
-25,363
19
$42.4M 2.42%
232,798
-47,687
20
$40.7M 2.32%
1,214,256
+387,114
21
$37.6M 2.14%
161,435
+13,132
22
$37.4M 2.13%
476,870
-80,307
23
$36.9M 2.1%
609,821
-112,743
24
$35.7M 2.04%
125,716
+71,762
25
$35.7M 2.03%
160,501
+9,640
1
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