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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$219K 0.01%
1,650
302
$215K 0.01%
760
+24
303
$213K 0.01%
+660
304
$211K 0.01%
+7,559
305
$211K 0.01%
3,070
306
$209K 0.01%
1,748
-5,760
307
$209K 0.01%
+3,309
308
$209K 0.01%
+5,886
309
$207K 0.01%
541
-130
310
$207K 0.01%
+2,276
311
$207K 0.01%
+1,051
312
$204K 0.01%
1,184
-7,093
313
$204K 0.01%
+5,618
314
$204K 0.01%
+5,991
315
$202K 0.01%
+3,055
316
$202K 0.01%
+7,894
317
$201K 0.01%
+3,308
318
$201K 0.01%
427
+13
319
$192K 0.01%
12,857
320
$188K 0.01%
17,243
321
$161K 0.01%
11,793
322
$149K 0.01%
19,364
-150,724
323
$100K ﹤0.01%
+10,000
324
$91K ﹤0.01%
11,750
-2,250
325
$85K ﹤0.01%
1,448
11 12
13
14 15