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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$348K 0.03%
+4,484
302
$342K 0.03%
2,787
-933
303
$338K 0.03%
+4,034
304
$336K 0.03%
+3,345
305
$332K 0.03%
+2,013
306
$323K 0.03%
3,800
+250
307
$319K 0.03%
+5,350
308
$319K 0.03%
+8,382
309
$319K 0.03%
+6,249
310
$316K 0.03%
15,240
-16,220
311
$314K 0.03%
+1,148
312
$308K 0.03%
+4,947
313
$301K 0.03%
4,710
+1,635
314
$301K 0.03%
+20,060
315
$291K 0.02%
+5,521
316
$290K 0.02%
+13,603
317
$283K 0.02%
+7,950
318
$277K 0.02%
20,760
+7,098
319
$273K 0.02%
+13,270
320
$272K 0.02%
+11,527
321
$265K 0.02%
5,385
+765
322
$265K 0.02%
+3,836
323
$263K 0.02%
+1,101
324
$262K 0.02%
+7,234
325
$262K 0.02%
3,935
-2,348
11 12
13
14 15