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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$491K 0.04%
+4,726
277
$478K 0.04%
+20,944
278
$474K 0.04%
26,502
+14,585
279
$470K 0.04%
+34,101
280
$460K 0.04%
3,583
+583
281
$460K 0.04%
2,354
-1,006
282
$458K 0.04%
+5,382
283
$456K 0.04%
+10,769
284
$450K 0.04%
12,905
+5,505
285
$436K 0.04%
5,347
+2,227
286
$434K 0.04%
14,156
+6,500
287
$433K 0.04%
+9,178
288
$433K 0.04%
+3,396
289
$411K 0.03%
+2,782
290
$406K 0.03%
+8,819
291
$394K 0.03%
595
+42
292
$390K 0.03%
+1,457
293
$384K 0.03%
4,531
-1,512
294
$381K 0.03%
9,438
+1,350
295
$377K 0.03%
+3,367
296
$375K 0.03%
33,569
+8,717
297
$363K 0.03%
+10,684
298
$359K 0.03%
11,929
-11,390
299
$354K 0.03%
3,315
+175
300
$352K 0.03%
+3,583
10 11
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