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
$1.54B
AUM Growth
-$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.6M
3
+$35.8M
4
PLD icon
Prologis
PLD
+$24.5M
5
IAU icon
iShares Gold Trust
IAU
+$18.8M

Top Sells

1
+$150M
2
+$33M
3
+$23M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$21.3M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$17M

Sector Composition

1 Energy 12.37%
2 Technology 10.74%
3 Utilities 4.66%
4 Communication Services 3.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$258K 0.02%
5,286
+1,800
252
$257K 0.02%
3,693
-20
253
$257K 0.02%
+2,325
254
$247K 0.02%
7,221
-200
255
$246K 0.02%
5,939
256
$246K 0.02%
25,876
+13,936
257
$246K 0.02%
+5,400
258
$244K 0.02%
7,263
259
$242K 0.02%
1,875
-8
260
$240K 0.02%
2,022
-18
261
$236K 0.02%
2,225
-1,798
262
$235K 0.02%
5,930
+581
263
$235K 0.02%
+16,562
264
$232K 0.02%
11,163
+2,145
265
$224K 0.01%
4,900
-58
266
$217K 0.01%
+691
267
$212K 0.01%
8,706
+241
268
$210K 0.01%
657
-1
269
$209K 0.01%
1,279
-31
270
$209K 0.01%
1,336
-40
271
$208K 0.01%
1,536
-28
272
$208K 0.01%
11,320
-1,220
273
$207K 0.01%
855
-10
274
$207K 0.01%
+685
275
$206K 0.01%
+244
9 10
11
12 13