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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
UNPUnion Pac Corp
Recent Activity
Decreased -4.82%
1.25%
$2.359M
9,571 shares@ $246.48 avg price
PLDPrologis Inc.
Recent Activity
Decreased -4.08%
1.22%
$2.316M
18,337 shares@ $126.28 avg price
BNBrookfield Corp
Recent Activity
Decreased -5.87%
1.19%
$2.253M
42,386 shares@ $53.16 avg price
RRXRegal Rexnord Corporation
Recent Activity
Decreased -2.38%
1.18%
$2.24M
13,504 shares@ $165.89 avg price
FTVFortive Corp
Recent Activity
Decreased -5.61%
1.11%
$2.105M
26,669 shares@ $78.93 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -7.34%
1.03%
$1.943M
43,336 shares@ $44.84 avg price
BAMBrookfield Asset Managmt Ltd
Recent Activity
Decreased -2.16%
0.97%
$1.841M
38,936 shares@ $47.29 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.2%
0.95%
$1.794M
4,427 shares@ $405.2 avg price
FDXFedex Corp
Recent Activity
Decreased -3.89%
0.92%
$1.747M
6,383 shares@ $273.68 avg price
SHELShell Plc
Recent Activity
Decreased -6.6%
0.89%
$1.678M
25,442 shares@ $65.96 avg price