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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$414K 0.02%
7,700
-193
252
$412K 0.02%
3,129
-110
253
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2,059
+6
254
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6,813
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255
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2,012
-77
256
$395K 0.02%
+859
257
$394K 0.02%
14,265
258
$388K 0.02%
6,052
259
$387K 0.02%
4,065
-1
260
$385K 0.02%
3,979
261
$382K 0.02%
25,630
262
$381K 0.02%
1,293
-199
263
$377K 0.02%
3,693
264
$375K 0.02%
1,535
-145
265
$375K 0.02%
300
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266
$369K 0.01%
9,520
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267
$368K 0.01%
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245
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408
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271
$354K 0.01%
+7,519
272
$354K 0.01%
+7,000
273
$347K 0.01%
4,761
-180
274
$344K 0.01%
4,218
+1,183
275
$336K 0.01%
3,671
-3,042
9 10
11
12 13