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
$1.46B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1 +$33.8M
2 +$15.2M
3 +$13.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$11.8M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$8.49M

Top Sells

1 +$7.72M
2 +$4.12M
3 +$2.67M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.61M
5
ES icon
Eversource Energy
ES
+$1.93M

Sector Composition

1 Energy 18.56%
2 Healthcare 12.07%
3 Technology 8.81%
4 Utilities 6.54%
5 Communication Services 2.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-22,389
277
-73,129