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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$389K 0.02%
6,110
-1,112
227
$368K 0.02%
658
+147
228
$363K 0.02%
15,051
+534
229
$363K 0.02%
4,457
+122
230
$362K 0.02%
2,729
-694
231
$359K 0.02%
19,500
232
$357K 0.02%
4,584
-1,482
233
$349K 0.02%
9,392
-200
234
$345K 0.02%
3,713
235
$341K 0.02%
3,146
-1,920
236
$338K 0.02%
9,586
237
$332K 0.02%
20,158
-959
238
$319K 0.02%
8,465
-24,820
239
$315K 0.02%
6,177
+846
240
$314K 0.02%
2
+1
241
$311K 0.01%
10,732
-1,434
242
$303K 0.01%
4,180
-7,813
243
$302K 0.01%
2,710
-7,730
244
$302K 0.01%
5,111
-926
245
$299K 0.01%
795
-22
246
$297K 0.01%
5,349
-1,897
247
$297K 0.01%
2,610
-372
248
$294K 0.01%
2,040
-17
249
$290K 0.01%
4,958
-84
250
$285K 0.01%
5,939
8 9
10
11 12