TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
This Quarter Return
+4.1%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$2.35B
AUM Growth
+$2.35B
(+6.9%)
Cap. Flow
+$69.5M
Cap. Flow
% of AUM
2.95%
Top 10 Holdings %
Top 10 Hldgs %
69.57%
Holding
274
New
27
Increased
84
Reduced
78
Closed
19
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$123M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$23.4M |
| 3 |
FT Energy Income Partners Strategy ETF
EIPX
|
$14.2M |
| 4 |
Apple
AAPL
|
$5.67M |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$4.99M |
Top Sells
Sector Composition
| 1 | Technology | 4.95% |
| 2 | Energy | 4.51% |
| 3 | Consumer Staples | 3.61% |
| 4 | Communication Services | 2.65% |
| 5 | Financials | 1.51% |
