TIP

Tandem Investment Partners Portfolio holdings

AUM $115M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$6.2M
3
+$5.59M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.37M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$4.95M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.31%
2 Financials 4.91%
3 Healthcare 3.46%
4 Consumer Staples 2.69%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$879K 0.84%
+9,730
27
$874K 0.84%
+954
28
$820K 0.78%
+5,669
29
$808K 0.77%
+8,058
30
$802K 0.77%
+1,542
31
$802K 0.77%
+2,062
32
$782K 0.75%
+4,785
33
$782K 0.75%
+5,820
34
$737K 0.71%
+4,394
35
$692K 0.66%
+3,015
36
$652K 0.62%
+6,065
37
$637K 0.61%
+621
38
$627K 0.6%
+2,540
39
$618K 0.59%
+5,115
40
$618K 0.59%
+2,734
41
$581K 0.56%
+1,148
42
$507K 0.49%
+2,001
43
$505K 0.48%
+20,198
44
$455K 0.44%
+1,747
45
$445K 0.43%
+1,310
46
$439K 0.42%
+1,997
47
$424K 0.41%
+12,200
48
$405K 0.39%
+10,125
49
$381K 0.37%
+13,962
50
$343K 0.33%
+11,829
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