TA

Tiedemann Advisors Portfolio holdings

AUM $2.33B
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.2B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$77.2M
3
+$49.1M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$14.4M
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$3.71M

Top Sells

1
+$78.9M
2
+$43.4M
3
+$35.5M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$25.2M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$22.5M

Sector Composition

1 Energy 4.91%
2 Consumer Staples 4.61%
3 Technology 3.91%
4 Communication Services 2.52%
5 Real Estate 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
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