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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$252K 0.01%
380
+12
277
$252K 0.01%
3,671
-79,094
278
$251K 0.01%
+150
279
$250K 0.01%
+3,794
280
$249K 0.01%
+1,619
281
$245K 0.01%
1,493
-172
282
$242K 0.01%
4,506
-583
283
$234K 0.01%
2,557
-3,865
284
$230K 0.01%
6,136
-1,480
285
$228K 0.01%
+1,580
286
$228K 0.01%
+4,209
287
$227K 0.01%
+1,632
288
$226K 0.01%
2,609
-25,553
289
$226K 0.01%
+6,165
290
$224K 0.01%
862
291
$223K 0.01%
+8,503
292
$217K 0.01%
+804
293
$215K 0.01%
+1,650
294
$214K 0.01%
1,419
-263
295
$213K 0.01%
3,802
-667
296
$213K 0.01%
+6,125
297
$209K 0.01%
+2,122
298
$209K 0.01%
+5,431
299
$205K 0.01%
3,070
-737
300
$204K 0.01%
617
-12
10 11
12
13 14