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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$437K 0.02%
3,674
+15
227
$430K 0.02%
10,996
+1,174
228
$426K 0.02%
+30,769
229
$419K 0.02%
1,680
-241
230
$414K 0.02%
1,249
+1
231
$413K 0.02%
1,492
-718
232
$410K 0.02%
4,680
233
$408K 0.02%
14,265
234
$404K 0.02%
7,893
+157
235
$404K 0.02%
1,846
+280
236
$401K 0.02%
2,970
237
$392K 0.02%
4,066
+1
238
$391K 0.02%
11,418
+1,134
239
$390K 0.02%
663
-8
240
$387K 0.02%
3,440
+35
241
$374K 0.02%
3,239
-472
242
$372K 0.02%
6,052
243
$371K 0.02%
323
-377
244
$370K 0.02%
+24,991
245
$369K 0.02%
2,053
+6
246
$363K 0.02%
28,121
247
$359K 0.02%
2,089
-711
248
$355K 0.02%
253
-103
249
$348K 0.02%
25,630
250
$346K 0.02%
1,829
+336
8 9
10
11 12