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
$1.57B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$22.4M
3
+$15.8M
4
DD icon
DuPont de Nemours
DD
+$12.6M
5
PAA icon
Plains All American Pipeline
PAA
+$10.2M

Top Sells

1
+$111M
2
+$14.5M
3
+$9.48M
4
NGG icon
National Grid
NGG
+$5.42M
5
HEP
Holly Energy Partners, L.P.
HEP
+$5M

Sector Composition

1 Energy 19.73%
2 Technology 8.41%
3 Utilities 6.81%
4 Healthcare 6.22%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-6,049
302
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304
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305
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-155,147
306
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-9,529
307
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-8,200
308
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-13,672
309
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-6,615
310
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-5,235
311
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-8,491
312
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-7,162
313
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-3,802
314
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-113,395
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