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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$457K 0.02%
8,298
227
$447K 0.02%
7,222
+332
228
$444K 0.02%
6,066
+1,968
229
$440K 0.02%
8,876
230
$434K 0.02%
3,000
+350
231
$427K 0.02%
3,423
-94
232
$424K 0.02%
8,332
-223
233
$411K 0.02%
3,759
+211
234
$404K 0.02%
+12,508
235
$395K 0.02%
4,883
-459
236
$390K 0.02%
4,068
+18
237
$389K 0.02%
1,441
238
$383K 0.02%
6,910
239
$380K 0.02%
7,277
+73
240
$377K 0.02%
1,902
-552
241
$368K 0.02%
+10,182
242
$362K 0.02%
2,819
-310
243
$356K 0.02%
9,592
-142
244
$356K 0.02%
6,037
-168
245
$349K 0.02%
12,196
-4,004
246
$348K 0.02%
3,713
247
$344K 0.02%
19,500
248
$337K 0.02%
4,335
+400
249
$334K 0.02%
14,517
+444
250
$333K 0.02%
11,920
+3,230
8 9
10
11 12