TIP

Tandem Investment Partners Portfolio holdings

AUM $122M
1-Year Est. Return 12.44%
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
-$3.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.84M
2
+$2.36M
3
+$1.37M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$160K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$128K

Top Sells

1
+$6.36M
2
+$2.18M
3
+$1.3M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$358K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$221K

Sector Composition

1 Technology 6.66%
2 Financials 5.35%
3 Healthcare 3.7%
4 Consumer Staples 2.76%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$410K 0.41%
11,300
-900
52
$383K 0.38%
13,714
-248
53
$369K 0.36%
5,154
54
$355K 0.35%
12,142
+313
55
$336K 0.33%
800
56
$329K 0.32%
19,615
+250
57
$327K 0.32%
2,470
+4
58
$317K 0.31%
12,103
-126
59
$286K 0.28%
1,709
60
$259K 0.26%
10,230
+95
61
$258K 0.25%
5,205
+715
62
$221K 0.22%
820
63
$220K 0.22%
3,100
64
$217K 0.21%
4,143
-154
65
– –
-1,165
1 2
3