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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$263K 0.01%
+1,769
302
$263K 0.01%
+5,770
303
$263K 0.01%
2,289
-8
304
$261K 0.01%
11,863
305
$261K 0.01%
119
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306
$261K 0.01%
2,748
307
$258K 0.01%
7,428
-131
308
$257K 0.01%
863
-79
309
$256K 0.01%
1,050
-39
310
$256K 0.01%
2,428
311
$256K 0.01%
625
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312
$254K 0.01%
9,609
-344
313
$252K 0.01%
3,073
+3
314
$252K 0.01%
2,465
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315
$252K 0.01%
3,785
+1
316
$250K 0.01%
4,425
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317
$249K 0.01%
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318
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320
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8,466
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321
$244K 0.01%
2,475
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322
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+1,979
323
$244K 0.01%
+2,300
324
$243K 0.01%
1,811
-50
325
$243K 0.01%
1,650
11 12
13
14 15