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
$1.57B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$22.4M
3
+$15.8M
4
DD icon
DuPont de Nemours
DD
+$12.6M
5
PAA icon
Plains All American Pipeline
PAA
+$10.2M

Top Sells

1
+$111M
2
+$14.5M
3
+$9.48M
4
NGG icon
National Grid
NGG
+$5.42M
5
HEP
Holly Energy Partners, L.P.
HEP
+$5M

Sector Composition

1 Energy 19.73%
2 Technology 8.41%
3 Utilities 6.81%
4 Healthcare 6.22%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$322K 0.02%
+2,054
252
$317K 0.02%
14,937
-27
253
$315K 0.02%
1,518
+247
254
$315K 0.02%
69,700
+3,575
255
$310K 0.02%
2,650
+650
256
$308K 0.02%
+7,072
257
$301K 0.02%
8,277
-3,402
258
$285K 0.02%
3,120
-8
259
$282K 0.02%
+3,935
260
$262K 0.02%
11,324
+334
261
$258K 0.02%
10,580
+1,220
262
$258K 0.02%
879
-134
263
$258K 0.02%
5,053
-3,005
264
$257K 0.02%
11,234
-238
265
$254K 0.02%
+7,360
266
$249K 0.02%
3,000
267
$243K 0.02%
4,830
-32,127
268
$240K 0.02%
+695
269
$239K 0.02%
+2,997
270
$237K 0.02%
3,324
271
$237K 0.02%
4,230
-788
272
$237K 0.02%
+4,070
273
$234K 0.01%
5,274
274
$233K 0.01%
115
-80
275
$232K 0.01%
5,200
9 10
11
12 13