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

Top Buys

1
+$21.7M
2
+$9.1M
3
+$5.12M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.45M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.3M

Top Sells

1
+$21.9M
2
+$17.7M
3
+$16.9M
4
XIFR
XPLR Infrastructure LP
XIFR
+$16.4M
5
TCP
TC Pipelines LP
TCP
+$16.1M

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%
+2,036
302
$202K 0.01%
+1,992
303
$202K 0.01%
+1,650
304
$202K 0.01%
+736
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%
1
316
– –
-96,180
317
– –
-46,420
318
– –
-6,948
319
– –
-1,305
320
– –
-53,535
321
– –
-85,164
322
– –
-1,667
323
– –
-90,026
324
– –
-135,215
325
– –
-49,324
11 12
13
14 15