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
$1.54B
AUM Growth
-$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.6M
3
+$35.8M
4
PLD icon
Prologis
PLD
+$24.5M
5
IAU icon
iShares Gold Trust
IAU
+$18.8M

Top Sells

1
+$150M
2
+$33M
3
+$23M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$21.3M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$17M

Sector Composition

1 Energy 12.37%
2 Technology 10.74%
3 Utilities 4.66%
4 Communication Services 3.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$339K 0.02%
7,496
+2,000
227
$338K 0.02%
90,779
-15,493
228
$337K 0.02%
14,904
-2,450
229
$337K 0.02%
11,062
+330
230
$336K 0.02%
6,910
-1,058
231
$327K 0.02%
3,607
-2,973
232
$321K 0.02%
3,901
+941
233
$319K 0.02%
+6,890
234
$318K 0.02%
1,445
+3
235
$314K 0.02%
3,281
+135
236
$310K 0.02%
+3,348
237
$309K 0.02%
6,572
-2,227
238
$309K 0.02%
7,633
-1,953
239
$294K 0.02%
3,984
-196
240
$293K 0.02%
8,463
+2,208
241
$293K 0.02%
4,068
-100
242
$285K 0.02%
+6,224
243
$285K 0.02%
6,774
-1,452
244
$280K 0.02%
+9,998
245
$280K 0.02%
11,638
+4,278
246
$276K 0.02%
3,330
-690
247
$268K 0.02%
+12,630
248
$264K 0.02%
3,895
+814
249
$260K 0.02%
5,331
-846
250
$258K 0.02%
3,307
-2,129
8 9
10
11 12