test

Phualin Young

@Tandem Capital Management Corp Adv

Latest period2024 - Q3ReportedManaged Assets$189.898MTotal holdings115
Assets growth rate4.03%Assets growth rate (2-Q avg)3.8%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tandem Capital Management Corp Adv's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Tandem Capital Management Corp Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 189.898M in assets, with a quarterly growth rate of 4.03% and a 2-quarter average growth rate of 3.8%. The portfolio is managed by Phualin Young, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -1.97%
5.69%
$10.789M
25,074 shares@ $430.3 avg price
GEGe Aerospace
Recent Activity
Decreased -3.39%
4.03%
$7.643M
40,527 shares@ $188.59 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.84%
3.54%
$6.716M
40,492 shares@ $165.85 avg price
AAPLApple Inc
Recent Activity
Decreased -1.44%
3.14%
$5.956M
25,561 shares@ $233.0 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.87%
3.14%
$5.952M
10,397 shares@ $572.45 avg price
BNTBrookfield Wealth Sol Ltd
Recent Activity
New Position
3.04%
$5.771M
108,554 shares@ $53.17 avg price
SYKStryker Corporation
Recent Activity
Decreased -4.63%
2.94%
$5.574M
15,428 shares@ $361.26 avg price
BSXBoston Scientific Corp
Recent Activity
Decreased -4.69%
2.44%
$4.622M
55,151 shares@ $83.81 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -1.4%
2.44%
$4.617M
27,148 shares@ $170.05 avg price
ETNEaton Corp Plc
Recent Activity
Decreased -4.18%
2.36%
$4.466M
13,474 shares@ $331.45 avg price