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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$214K 0.01%
7,483
277
$213K 0.01%
7,360
278
$211K 0.01%
3,970
-834
279
$211K 0.01%
8,408
-14,498
280
$210K 0.01%
3,000
-4,472
281
$209K 0.01%
+1,950
282
$207K 0.01%
11,601
+178
283
$201K 0.01%
1,189
-763
284
$201K 0.01%
+5,433
285
$200K 0.01%
2,561
-7,183
286
$195K 0.01%
10,000
287
$135K 0.01%
5,000
-1,350
288
$108K 0.01%
+15,000
289
– –
0
290
$73K ﹤0.01%
11,000
291
– –
-3,107
292
– –
-1,852
293
– –
-12,025
294
– –
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295
– –
-8,587
296
– –
-4,237
297
– –
-6,535
298
– –
-11,959
299
– –
-8,793
300
– –
-17,290
10 11
12
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