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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$310K 0.02%
5,178
+10
252
$308K 0.01%
8,148
253
$302K 0.01%
9,990
+240
254
$299K 0.01%
1,518
+48
255
$296K 0.01%
+4,400
256
$296K 0.01%
+9,822
257
$295K 0.01%
+8,951
258
$295K 0.01%
4,325
-1,009
259
$295K 0.01%
1,788
-459
260
$292K 0.01%
28,121
-28,121
261
$291K 0.01%
+4,840
262
$289K 0.01%
1,275
-3,868
263
$285K 0.01%
+3,041
264
$284K 0.01%
3,559
-8,531
265
$280K 0.01%
1,308
+69
266
$280K 0.01%
3,383
267
$274K 0.01%
1,566
+73
268
$274K 0.01%
25,850
-31,120
269
$271K 0.01%
+5,115
270
$269K 0.01%
+2,069
271
$265K 0.01%
4,900
272
$262K 0.01%
5,014
-2,116
273
$261K 0.01%
1,341
+6
274
$256K 0.01%
+671
275
$255K 0.01%
+1,037
9 10
11
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