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
G162⤦Brookfield Reins Ltd
Recent Activity
Exited
0%
$3.797M
88,755 shares@ $42.79 avg price
BAMRBrookfield Reins Ltd
Recent Activity
Exited
0%
$880,842
20,499 shares@ $42.97 avg price
QCLNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$211,108
5,935 shares@ $35.58 avg price
PARAParamount Global
Recent Activity
Exited
0%
$141,826
12,009 shares@ $11.81 avg price