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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$202K 0.01%
+736
302
$202K 0.01%
+2,036
303
$202K 0.01%
+1,992
304
$202K 0.01%
+1,650
305
$200K 0.01%
600
-2
306
$200K 0.01%
414
-394
307
$170K 0.01%
17,243
-73,536
308
$151K 0.01%
11,793
-675
309
$146K 0.01%
12,857
-12,857
310
$137K 0.01%
10,757
+2,167
311
$113K 0.01%
25,315
312
$83K ﹤0.01%
+12,000
313
$81K ﹤0.01%
1,448
314
$76K ﹤0.01%
14,000
+3,000
315
$31K ﹤0.01%
14
316
– –
-47,056
317
– –
-83,838
318
– –
-46,250
319
– –
-48,185
320
– –
-16,392
321
– –
-19,769
322
– –
-11,820
323
– –
-1,526
324
– –
-31,660
325
– –
-36,950
11 12
13
14 15