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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.16%
0.83%
$1.559M
3,388 shares@ $460.27 avg price
BIPBrookfield Infrast Partners
Recent Activity
Decreased -5.88%
0.81%
$1.53M
43,669 shares@ $35.05 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -2.68%
0.78%
$1.463M
3,811 shares@ $383.93 avg price
BBUCBrookfield Business Corp
Recent Activity
Decreased -6.12%
0.75%
$1.416M
55,905 shares@ $25.34 avg price
AVTRAvantor Inc
Recent Activity
Decreased -11.43%
0.57%
$1.064M
41,142 shares@ $25.88 avg price
CCitigroup Inc
Recent Activity
Decreased -15.44%
0.55%
$1.031M
16,473 shares@ $62.61 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -18.32%
0.51%
$968,396
23,184 shares@ $41.78 avg price
FHLCFidelity Covington Trust
Recent Activity
Decreased -1.48%
0.51%
$964,382
13,247 shares@ $72.81 avg price
VTRVentas Inc
Recent Activity
Decreased -24.48%
0.44%
$828,560
12,920 shares@ $64.14 avg price
FCNCAFirst Ctzns Bancshares Inc N
Recent Activity
Decreased -1.77%
0.43%
$815,541
443 shares@ $1840.96 avg price