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
$1.31B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1 +$97.4M
2 +$43.4M
3 +$33.1M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$23M
5
MDXG icon
MiMedx Group
MDXG
+$17.7M

Top Sells

1 +$7.77M
2 +$7.26M
3 +$6.98M
4
MPLX icon
MPLX
MPLX
+$6.41M
5
WMB icon
Williams Companies
WMB
+$6.17M

Sector Composition

1 Energy 22%
2 Healthcare 10.66%
3 Technology 9.34%
4 Utilities 6.38%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-7,906
302
-10,793
303
-13,812
304
-1,750
305
-13,183
306
-9,600
307
-9,664
308
-9,494
309
-1,836
310
-135,879
311
-11,950
312
-3,543
313
-23,048
314
-2,209
315
-34,109
316
-19,042
317
-9,795
318
-44,881
319
-12,822
320
-5,250
321
-4,883
322
-5,404
323
-9,325
324
-14,952
325
-2,474