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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$228K 0.01%
+1,100
277
$228K 0.01%
3,781
+446
278
$228K 0.01%
11,796
279
$226K 0.01%
865
-3
280
$225K 0.01%
+2,188
281
$222K 0.01%
4,356
+111
282
$220K 0.01%
1,711
-61
283
$220K 0.01%
3,667
-4,718
284
$213K 0.01%
+8,323
285
$212K 0.01%
+11,384
286
$210K 0.01%
+1,420
287
$207K 0.01%
1,525
-1,294
288
$204K 0.01%
+3,733
289
$200K 0.01%
3,486
-246
290
$175K 0.01%
10,500
-6,800
291
$118K 0.01%
5,984
292
$88K ﹤0.01%
1,111
-1,914
293
$72K ﹤0.01%
11,000
294
$43K ﹤0.01%
1,667
295
$26K ﹤0.01%
14
296
– –
-3,653
297
– –
-11,920
298
– –
-1,215
299
– –
-1,041
300
– –
-2,484
9 10 11
12
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