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
$1B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$74.1M
2
+$39.7M
3
+$23.8M
4
EQM
EQM Midstream Partners, LP
EQM
+$20.9M
5
PAA icon
Plains All American Pipeline
PAA
+$19.4M

Top Sells

1
+$624M
2
+$56M
3
+$27M
4
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$24.4M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$10.4M

Sector Composition

1 Energy 34.14%
2 Healthcare 12.15%
3 Financials 5.3%
4 Technology 4.46%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$321K 0.03%
+11,908
252
$320K 0.03%
+3,110
253
$320K 0.03%
8,088
-2,305
254
$320K 0.03%
+5,209
255
$320K 0.03%
+11,234
256
$312K 0.03%
+3,550
257
$297K 0.03%
+4,617
258
$294K 0.03%
+1,704
259
$291K 0.03%
+13,306
260
$290K 0.03%
3,140
261
$289K 0.03%
+24,852
262
$289K 0.03%
+33,685
263
$288K 0.03%
+6,212
264
$287K 0.03%
+20,050
265
$285K 0.03%
+2,430
266
$282K 0.03%
+7,656
267
$281K 0.03%
+6,156
268
$262K 0.03%
+4,007
269
$250K 0.02%
+4,620
270
$250K 0.02%
+13,707
271
$245K 0.02%
+9,733
272
$244K 0.02%
+4,175
273
$242K 0.02%
+4,224
274
$241K 0.02%
+2,875
275
$238K 0.02%
+6,800
9 10
11
12 13