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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$376K 0.02%
+333
227
$364K 0.02%
9,734
+131
228
$363K 0.02%
14,073
-1,446
229
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+232
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4,050
-1,200
231
$353K 0.02%
756
-4,875
232
$352K 0.02%
2,650
233
$350K 0.02%
13,706
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234
$327K 0.02%
3,369
-7,689
235
$326K 0.02%
19,500
236
$324K 0.02%
3,713
237
$310K 0.02%
6,041
-1,992
238
$304K 0.02%
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239
$301K 0.02%
20,220
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240
$297K 0.01%
3,214
-11,428
241
$286K 0.01%
1,404
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242
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243
$280K 0.01%
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244
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13,910
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245
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2,087
-1,565
246
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17,300
+100
247
$272K 0.01%
5,331
-4,000
248
$269K 0.01%
2,336
-1,995
249
$268K 0.01%
1,093
-7,959
250
$267K 0.01%
5,000
8 9
10
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