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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$259K 0.01%
6,531
+761
252
$259K 0.01%
2,748
253
$255K 0.01%
305
-103
254
$255K 0.01%
3,375
-843
255
$246K 0.01%
1,648
-121
256
$245K 0.01%
2,324
-141
257
$243K 0.01%
+2,883
258
$242K 0.01%
8,871
-738
259
$242K 0.01%
2,491
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260
$242K 0.01%
4,000
-171
261
$241K 0.01%
1,095
-393
262
$238K 0.01%
440
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263
$237K 0.01%
600
264
$236K 0.01%
2,273
265
$236K 0.01%
2,857
-216
266
$233K 0.01%
7,894
267
$232K 0.01%
7,270
268
$230K 0.01%
380
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269
$229K 0.01%
1,021
-29
270
$226K 0.01%
3,771
271
$224K 0.01%
845
-410
272
$221K 0.01%
3,788
+3
273
$215K 0.01%
7,073
-7,452
274
$215K 0.01%
+10,463
275
$215K 0.01%
1,182
-591
9 10
11
12 13