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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$334K 0.01%
+2,313
277
$332K 0.01%
5,939
278
$329K 0.01%
5,184
-260
279
$327K 0.01%
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-241
280
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281
$324K 0.01%
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282
$322K 0.01%
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283
$320K 0.01%
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284
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285
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5,193
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286
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287
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288
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+7,472
289
$290K 0.01%
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290
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291
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292
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294
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855
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295
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296
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297
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4,195
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298
$269K 0.01%
5,491
299
$269K 0.01%
3,269
300
$266K 0.01%
12,857
10 11
12
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