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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$561K 0.03%
10,003
+3
277
$555K 0.03%
+11,940
278
$555K 0.03%
+6,006
279
$553K 0.03%
+9,428
280
$547K 0.03%
+4,574
281
$546K 0.03%
+9,365
282
$516K 0.03%
3,384
283
$508K 0.03%
+19,468
284
$504K 0.03%
12,424
-43,956
285
$501K 0.03%
+7,887
286
$496K 0.03%
+11,798
287
$495K 0.03%
23,901
288
$490K 0.03%
7,637
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289
$487K 0.02%
+9,506
290
$482K 0.02%
4,473
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291
$476K 0.02%
10,518
292
$474K 0.02%
19,896
+6,661
293
$470K 0.02%
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294
$468K 0.02%
10,662
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295
$467K 0.02%
12,681
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296
$461K 0.02%
8,780
297
$460K 0.02%
4,503
+2,503
298
$454K 0.02%
+10,703
299
$454K 0.02%
9,756
+5,052
300
$453K 0.02%
5,758
-210
10 11
12
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