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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$207K 0.01%
+10,379
277
$206K 0.01%
+2,630
278
$205K 0.01%
8,466
279
$204K 0.01%
1,215
-4,162
280
$204K 0.01%
687
-168
281
$204K 0.01%
+6,847
282
$204K 0.01%
3,316
283
$182K 0.01%
12,857
284
$166K 0.01%
17,320
285
$152K 0.01%
+926
286
$142K 0.01%
11,793
287
$102K 0.01%
10,000
288
$101K 0.01%
13,333
+1,666
289
$51K ﹤0.01%
15,000
290
$26K ﹤0.01%
1,448
291
– –
0
292
– –
-1,811
293
– –
-3,055
294
– –
-3,000
295
– –
-83,976
296
– –
-2,970
297
– –
-3,269
298
– –
-6,052
299
– –
-3,300
300
– –
-51,010
10 11
12
13 14