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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$269K 0.01%
7,913
-235
277
$268K 0.01%
942
+80
278
$267K 0.01%
4,515
+9
279
$267K 0.01%
3,269
-290
280
$266K 0.01%
428
+48
281
$265K 0.01%
6,269
+133
282
$262K 0.01%
1,091
-184
283
$261K 0.01%
1,861
-550
284
$256K 0.01%
2,666
+109
285
$256K 0.01%
4,582
-4,414
286
$256K 0.01%
+2,748
287
$252K 0.01%
4,426
+624
288
$249K 0.01%
+2,297
289
$247K 0.01%
3,771
-23
290
$245K 0.01%
+2,428
291
$244K 0.01%
+9,320
292
$242K 0.01%
+9,953
293
$241K 0.01%
5,491
+60
294
$239K 0.01%
3,035
-706
295
$239K 0.01%
+4,718
296
$238K 0.01%
824
-361
297
$235K 0.01%
+11,863
298
$231K 0.01%
653
+36
299
$224K 0.01%
+3,784
300
$221K 0.01%
1,992
10 11
12
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