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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$549K 0.05%
16,718
+6,818
252
$546K 0.05%
+6,314
253
$544K 0.05%
+6,040
254
$541K 0.05%
12,764
+188
255
$539K 0.05%
23,546
+1,255
256
$538K 0.05%
17,525
-1,131
257
$532K 0.04%
10,996
+1,293
258
$532K 0.04%
+4,590
259
$530K 0.04%
9,919
-3,543
260
$527K 0.04%
+7,920
261
$520K 0.04%
+7,015
262
$518K 0.04%
+2,392
263
$517K 0.04%
7,847
-25,307
264
$509K 0.04%
+32,832
265
$501K 0.04%
8,027
+733
266
$500K 0.04%
2
267
$497K 0.04%
196,000
+64,000
268
$497K 0.04%
+9,988
269
$496K 0.04%
6,073
+310
270
$496K 0.04%
27,200
+2,150
271
$495K 0.04%
11,729
+2,070
272
$495K 0.04%
+26,146
273
$494K 0.04%
+5,994
274
$493K 0.04%
31,232
+19,166
275
$491K 0.04%
25,862
+1,433
9 10
11
12 13