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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$355K 0.02%
7,519
227
$352K 0.02%
3,621
-50
228
$348K 0.02%
3,991
229
$347K 0.02%
5,795
-3,566
230
$347K 0.02%
7,472
231
$335K 0.02%
5,426
-23,851
232
$335K 0.02%
4,595
-166
233
$330K 0.02%
8,951
234
$324K 0.02%
6,967
-7,236
235
$312K 0.02%
1,712
+1
236
$307K 0.02%
6,604
-4,171
237
$298K 0.02%
909
-3,533
238
$295K 0.02%
5,716
-455
239
$293K 0.02%
9,868
-319
240
$292K 0.02%
5,274
-665
241
$291K 0.02%
5,783
-16
242
$286K 0.02%
5,403
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243
$284K 0.02%
1,914
-130
244
$278K 0.01%
2,279
-10
245
$277K 0.01%
+4,208
246
$276K 0.01%
5,065
-119
247
$270K 0.01%
442
-5,750
248
$268K 0.01%
7,155
+1,164
249
$266K 0.01%
1,625
+223
250
$262K 0.01%
11,863
8 9
10
11 12