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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$453K 0.02%
+2,693
302
$449K 0.02%
2,913
+352
303
$442K 0.02%
+257
304
$432K 0.02%
13,040
+200
305
$430K 0.02%
+2,150
306
$428K 0.02%
+12,813
307
$428K 0.02%
14,904
-9,911
308
$428K 0.02%
5,150
+150
309
$426K 0.02%
+4,510
310
$424K 0.02%
+4,916
311
$420K 0.02%
24,316
-77,778
312
$418K 0.02%
16,589
-3,751
313
$415K 0.02%
+15,244
314
$413K 0.02%
18,857
+10,629
315
$405K 0.02%
11,160
-2,467
316
$401K 0.02%
8,813
+775
317
$401K 0.02%
+21,751
318
$395K 0.02%
5,310
+1,260
319
$395K 0.02%
+1,400
320
$390K 0.02%
6,672
-717
321
$389K 0.02%
+97,220
322
$387K 0.02%
13,750
+5,653
323
$387K 0.02%
1,036
+323
324
$387K 0.02%
19,500
325
$382K 0.02%
5,434
+2,434
11 12
13
14 15