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
$1.65B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
252
New
Increased
Reduced
Closed

Top Sells

1 +$13.8M
2 +$11.1M
3 +$9.03M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.9M
5
AOM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-1,448
252
-35,730