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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
BNTBrookfield Wealth Sol Ltd
Recent Activity
New Position
3.04%
$5.771M
108,554 shares@ $53.17 avg price
SLBSchlumberger Ltd
Recent Activity
New Position
0.79%
$1.487M
35,440 shares@ $41.95 avg price
ASMLAsml Holding N V
Recent Activity
New Position
0.18%
$337,466
405 shares@ $833.25 avg price
ITOTIshares Tr
Recent Activity
New Position
0.12%
$227,623
1,812 shares@ $125.62 avg price
MCDMcdonalds Corp
Recent Activity
New Position
0.12%
$220,770
725 shares@ $304.52 avg price
SOSouthern Co
Recent Activity
New Position
0.12%
$219,588
2,435 shares@ $90.18 avg price
IWDIshares Tr
Recent Activity
New Position
0.11%
$200,239
1,055 shares@ $189.8 avg price