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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$660K 0.06%
4,845
-3,910
227
$655K 0.06%
+9,881
228
$650K 0.05%
+19,600
229
$645K 0.05%
12,442
+452
230
$638K 0.05%
12,803
+803
231
$637K 0.05%
+3,851
232
$637K 0.05%
9,642
+642
233
$633K 0.05%
+7,524
234
$631K 0.05%
6,752
+1,124
235
$631K 0.05%
8,933
-773
236
$629K 0.05%
30,321
+7,039
237
$627K 0.05%
17,650
+1,175
238
$624K 0.05%
8,530
+1,588
239
$614K 0.05%
16,624
+3,897
240
$612K 0.05%
30,052
+3,713
241
$603K 0.05%
38,445
-19,034
242
$599K 0.05%
10,183
+3,782
243
$595K 0.05%
35,614
-4,518
244
$587K 0.05%
11,850
-754
245
$576K 0.05%
4,805
+2,375
246
$576K 0.05%
12,506
+6,350
247
$572K 0.05%
3,058
+1,354
248
$561K 0.05%
+11,324
249
$554K 0.05%
6,186
+103
250
$551K 0.05%
+7,081
8 9
10
11 12