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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$344K 0.02%
9,423
252
$343K 0.02%
8,951
253
$340K 0.01%
3,693
254
$338K 0.01%
+6,848
255
$337K 0.01%
447
-429
256
$336K 0.01%
10,428
+438
257
$331K 0.01%
4,422
+97
258
$330K 0.01%
1,952
-1,380
259
$329K 0.01%
141
-3
260
$328K 0.01%
5,444
+266
261
$324K 0.01%
+3,979
262
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4,941
-174
263
$322K 0.01%
1,322
+285
264
$319K 0.01%
5,939
265
$317K 0.01%
1,790
+2
266
$317K 0.01%
8,614
+111
267
$310K 0.01%
+5,817
268
$310K 0.01%
5,554
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269
$283K 0.01%
+1,089
270
$281K 0.01%
2,302
-838
271
$279K 0.01%
3,383
272
$275K 0.01%
5,029
+15
273
$272K 0.01%
1,171
-170
274
$272K 0.01%
4,257
+48
275
$270K 0.01%
2,128
+92
9 10
11
12 13