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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$326K 0.02%
2,982
-387
252
$326K 0.02%
4,288
+1,212
253
$323K 0.02%
7,246
-1,382
254
$319K 0.02%
+21,117
255
$315K 0.02%
12,166
-1,540
256
$306K 0.01%
3,025
257
$303K 0.01%
+5,042
258
$301K 0.01%
4,046
+378
259
$299K 0.01%
1,215
+122
260
$291K 0.01%
+1,793
261
$277K 0.01%
13,910
262
$274K 0.01%
5,939
+665
263
$272K 0.01%
5,331
264
$272K 0.01%
17,300
265
$271K 0.01%
4,276
-109
266
$271K 0.01%
+2,057
267
$270K 0.01%
9,586
+330
268
$269K 0.01%
1,892
+65
269
$267K 0.01%
1,931
-156
270
$265K 0.01%
+511
271
$259K 0.01%
+1,540
272
$257K 0.01%
131
+7
273
$249K 0.01%
10,692
+2,284
274
$247K 0.01%
+8,795
275
$244K 0.01%
1,271
+68
9 10
11
12 13