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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$408K 0.02%
+3,000
227
$404K 0.02%
7,263
228
$400K 0.02%
3,659
-30
229
$399K 0.02%
+14,265
230
$398K 0.02%
4,680
-4,820
231
$386K 0.02%
4,065
232
$382K 0.02%
1,248
-200
233
$379K 0.02%
4,112
-26,848
234
$370K 0.02%
6,906
+1,297
235
$359K 0.02%
10,284
-90
236
$359K 0.02%
6,052
-27,570
237
$353K 0.02%
1,942
+270
238
$353K 0.02%
+2,970
239
$351K 0.02%
2,047
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240
$350K 0.02%
25,630
241
$345K 0.02%
+7,736
242
$343K 0.02%
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243
$336K 0.02%
+9,423
244
$328K 0.02%
2,411
+602
245
$320K 0.02%
144
+24
246
$320K 0.02%
3,741
+879
247
$317K 0.02%
+1,185
248
$317K 0.02%
3,693
249
$316K 0.02%
+3,356
250
$311K 0.02%
5,939
8 9
10
11 12