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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$281K 0.01%
+3,422
252
$281K 0.01%
6,255
-46,834
253
$279K 0.01%
+2,245
254
$279K 0.01%
+1,564
255
$278K 0.01%
9,018
+223
256
$276K 0.01%
1,310
+39
257
$271K 0.01%
3,081
-1,207
258
$270K 0.01%
13,665
-245
259
$270K 0.01%
7,360
-37
260
$265K 0.01%
1,376
-526
261
$263K 0.01%
+1,812
262
$262K 0.01%
1,883
-9
263
$258K 0.01%
11,940
+140
264
$250K 0.01%
4,070
265
$249K 0.01%
+2,465
266
$248K 0.01%
+2,029
267
$240K 0.01%
+2,260
268
$240K 0.01%
5,584
+182
269
$239K 0.01%
2,960
-1,923
270
$238K 0.01%
+5,496
271
$238K 0.01%
4,991
+110
272
$236K 0.01%
+7,263
273
$236K 0.01%
115
-16
274
$231K 0.01%
+1,596
275
$230K 0.01%
1,467
-326
9 10
11
12 13