TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
This Quarter Return
-3.36%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$1.65B
AUM Growth
+$1.65B
(+24%)
Cap. Flow
+$408M
Cap. Flow
% of AUM
24.75%
Top 10 Holdings %
Top 10 Hldgs %
67%
Holding
252
New
22
Increased
59
Reduced
87
Closed
19
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$13.8M |
| 2 |
iShares Gold Trust
IAU
|
$11.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$9.03M |
| 4 |
Invesco QQQ Trust
QQQ
|
$4.9M |
| 5 |
iShares Core Moderate Allocation ETF
AOM
|
$4.79M |
Sector Composition
| 1 | Energy | 7.14% |
| 2 | Technology | 4.4% |
| 3 | Communication Services | 3.13% |
| 4 | Financials | 1.76% |
| 5 | Real Estate | 1.5% |