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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$239K 0.01%
11,800
+199
277
$237K 0.01%
4,070
278
$236K 0.01%
868
+18
279
$236K 0.01%
7,397
+37
280
$231K 0.01%
3,116
-942
281
$229K 0.01%
1,772
-564
282
$228K 0.01%
10,000
283
$226K 0.01%
817
+122
284
$224K 0.01%
11,796
285
$224K 0.01%
3,732
-550
286
$222K 0.01%
2,484
-730
287
$221K 0.01%
1,041
-129
288
$221K 0.01%
+5,402
289
$215K 0.01%
4,010
290
$205K 0.01%
3,653
-317
291
$204K 0.01%
+4,881
292
$202K 0.01%
+3,335
293
$200K 0.01%
4,245
-546
294
$95K ﹤0.01%
+5,984
295
$73K ﹤0.01%
11,000
296
$48K ﹤0.01%
+14
297
$41K ﹤0.01%
+1,667
298
$38K ﹤0.01%
+1
299
– –
0
300
– –
-7,263
9 10 11
12
13