TIP

Tandem Investment Partners Portfolio holdings

AUM $119M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.23%
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
+$6.38M
3
+$5.7M
4
VCRB icon
Vanguard Core Bond ETF
VCRB
+$5.47M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$5.14M

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
51
$340K 0.33%
+800
52
$339K 0.32%
+12,229
53
$334K 0.32%
+19,365
54
$321K 0.31%
+5,154
55
$285K 0.27%
+2,466
56
$269K 0.26%
+10,135
57
$248K 0.24%
+1,709
58
$243K 0.23%
+820
59
$222K 0.21%
+3,100
60
$222K 0.21%
+4,297
61
$221K 0.21%
+1,165
62
$219K 0.21%
+4,490
1 2
3