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
$1B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$74.1M
2
+$39.7M
3
+$23.8M
4
EQM
EQM Midstream Partners, LP
EQM
+$20.9M
5
PAA icon
Plains All American Pipeline
PAA
+$19.4M

Top Sells

1
+$624M
2
+$56M
3
+$27M
4
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$24.4M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$10.4M

Sector Composition

1 Energy 34.14%
2 Healthcare 12.15%
3 Financials 5.3%
4 Technology 4.46%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$234K 0.02%
+11,475
277
$233K 0.02%
2,041
-2,000
278
$233K 0.02%
+13,869
279
$232K 0.02%
+5,654
280
$231K 0.02%
3,120
281
$226K 0.02%
+2,700
282
$222K 0.02%
+7,400
283
$220K 0.02%
+3,193
284
$217K 0.02%
+980
285
$216K 0.02%
+6,126
286
$212K 0.02%
+6,088
287
$209K 0.02%
+12,066
288
$208K 0.02%
+4,679
289
$204K 0.02%
+2,194
290
$204K 0.02%
+3,075
291
$203K 0.02%
+2,850
292
$201K 0.02%
+8,525
293
$200K 0.02%
+1,941
294
$185K 0.02%
+553
295
$180K 0.02%
+13,662
296
$177K 0.02%
+11,917
297
$152K 0.02%
+12,498
298
$144K 0.01%
+18,150
299
$141K 0.01%
+21,183
300
$138K 0.01%
+10,075
10 11
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