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
$1.38B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.2M
3
+$17.2M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$7.91M

Top Sells

1
+$25.9M
2
+$14.1M
3
+$11.4M
4
TRP icon
TC Energy
TRP
+$7.34M
5
BPL
Buckeye Partners, L.P.
BPL
+$5.47M

Sector Composition

1 Energy 21.77%
2 Healthcare 13.1%
3 Consumer Staples 6.18%
4 Financials 5.96%
5 Technology 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$536K 0.04%
6,882
-199
302
$534K 0.04%
27,900
+700
303
$531K 0.04%
+2,208
304
$529K 0.04%
+10,182
305
$523K 0.04%
2,037
+1,154
306
$523K 0.04%
+2,996
307
$519K 0.04%
18,964
-19,487
308
$512K 0.04%
11,024
+28
309
$511K 0.04%
8,577
+4,657
310
$510K 0.04%
4,825
-1,361
311
$510K 0.04%
13,197
+6,828
312
$507K 0.04%
6,868
+795
313
$499K 0.04%
11,695
+6,310
314
$495K 0.04%
+16,564
315
$494K 0.04%
5,766
+2,745
316
$492K 0.04%
2,024
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317
$484K 0.04%
+8,505
318
$483K 0.04%
12,275
+4,325
319
$477K 0.03%
8,248
+221
320
$465K 0.03%
3,824
+241
321
$462K 0.03%
3,995
-731
322
$461K 0.03%
+5,284
323
$460K 0.03%
+28,755
324
$457K 0.03%
+3,244
325
$448K 0.03%
4,672
+141
11 12
13
14 15