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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62K ﹤0.01%
1,296
227
$37K ﹤0.01%
10,422
228
$4K ﹤0.01%
1,448
229
– –
0
230
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-15,000
231
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-2,669
232
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-7,500
233
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-1,300
234
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235
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-483
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237
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-8,275
238
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239
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-5,304
240
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-3,109
241
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-5,270
242
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-17,636
243
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-28,264
244
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-2,690
245
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246
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247
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-65,899
248
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-25,098
249
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-2,001
250
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-25,214
8 9
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