TA

Tiedemann Advisors Portfolio holdings

AUM $2.33B
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$82.4M
2
+$35.5M
3
+$10.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$9.47M
5
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$9.08M

Top Sells

1
+$27.8M
2
+$11.9M
3
+$10.8M
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$9.1M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$8.3M

Sector Composition

1 Technology 10.3%
2 Energy 7.9%
3 Utilities 6.69%
4 Communication Services 3.55%
5 Healthcare 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
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