TA

Tiedemann Advisors Portfolio holdings

AUM $2.33B
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$74.1M
2
+$39.7M
3
+$23.8M
4
EQM
EQM Midstream Partners, LP
EQM
+$20.9M
5
PAA icon
Plains All American Pipeline
PAA
+$19.4M

Top Sells

1
+$624M
2
+$56M
3
+$27M
4
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$24.4M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$10.4M

Sector Composition

1 Energy 34.14%
2 Healthcare 12.15%
3 Financials 5.3%
4 Technology 4.46%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$417K 0.04%
+3,720
227
$413K 0.04%
+14,466
228
$410K 0.04%
6,283
+2,935
229
$408K 0.04%
+24,429
230
$407K 0.04%
+4,855
231
$398K 0.04%
3,000
232
$397K 0.04%
3,831
+1,451
233
$395K 0.04%
+3,420
234
$375K 0.04%
+2,406
235
$372K 0.04%
+5,950
236
$370K 0.04%
+132,000
237
$369K 0.04%
6,401
238
$365K 0.04%
+11,388
239
$364K 0.04%
+9,659
240
$358K 0.04%
+7,141
241
$357K 0.04%
+2,498
242
$356K 0.04%
564
+12
243
$355K 0.04%
+3,387
244
$354K 0.04%
+8,850
245
$354K 0.04%
+9,025
246
$337K 0.03%
+4,476
247
$336K 0.03%
+9,900
248
$332K 0.03%
+4,052
249
$327K 0.03%
+2,851
250
$324K 0.03%
+6,382
8 9
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