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
$1.57B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$22.4M
3
+$15.8M
4
DD icon
DuPont de Nemours
DD
+$12.6M
5
PAA icon
Plains All American Pipeline
PAA
+$10.2M

Top Sells

1
+$111M
2
+$14.5M
3
+$9.48M
4
NGG icon
National Grid
NGG
+$5.42M
5
HEP
Holly Energy Partners, L.P.
HEP
+$5M

Sector Composition

1 Energy 19.73%
2 Technology 8.41%
3 Utilities 6.81%
4 Healthcare 6.22%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$479K 0.03%
+3,621
227
$479K 0.03%
12,740
+830
228
$479K 0.03%
+4,500
229
$473K 0.03%
+9,271
230
$472K 0.03%
9,409
+1,767
231
$465K 0.03%
3,487
+766
232
$464K 0.03%
2,698
+2
233
$445K 0.03%
+3,297
234
$424K 0.03%
9,500
-3,320
235
$415K 0.03%
3,000
236
$412K 0.03%
8,876
-736
237
$394K 0.03%
+6,103
238
$391K 0.03%
8,400
-81,089
239
$388K 0.02%
6,201
+721
240
$388K 0.02%
17,330
-192,100
241
$376K 0.02%
+150
242
$358K 0.02%
+4,580
243
$351K 0.02%
+7,877
244
$349K 0.02%
4,293
-231
245
$345K 0.02%
+8,004
246
$336K 0.02%
1,366
-42
247
$333K 0.02%
9,592
248
$330K 0.02%
+5,806
249
$326K 0.02%
9,973
-8,497
250
$323K 0.02%
+2,928
8 9
10
11 12