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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$264K 0.01%
4,704
-6,158
252
$260K 0.01%
4,282
-7,249
253
$252K 0.01%
8,690
-18,790
254
$252K 0.01%
4,098
-24,720
255
$252K 0.01%
3,668
-72
256
$250K 0.01%
4,651
+824
257
$249K 0.01%
5,200
-9,580
258
$245K 0.01%
1,827
-3,772
259
$245K 0.01%
3,025
+1,111
260
$243K 0.01%
5,274
261
$238K 0.01%
4,385
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262
$238K 0.01%
4,791
-1,189
263
$238K 0.01%
4,070
264
$234K 0.01%
850
-4,174
265
$233K 0.01%
124
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266
$233K 0.01%
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267
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1,170
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268
$227K 0.01%
3,189
-1,767
269
$225K 0.01%
2,735
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270
$224K 0.01%
+3,582
271
$223K 0.01%
11,796
+1,070
272
$222K 0.01%
1,203
-9,758
273
$220K 0.01%
4,010
274
$218K 0.01%
695
-476
275
$217K 0.01%
+7,263
9 10
11
12 13