TIP
Tandem Investment Partners Portfolio holdings
AUM
$115M
This Quarter Return
-0.47%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.77%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$14.7M |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$6.2M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.59M |
| 4 |
Vanguard Core Bond ETF
VCRB
|
$5.37M |
| 5 |
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% |
