We are live on ! Find out more
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
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$11.8M
3
+$3.18M
4
CLDR
Cloudera, Inc.
CLDR
+$1.54M
5
COIN icon
Coinbase
COIN
+$1.33M

Top Sells

1
+$185M
2
+$64.7M
3
+$37.9M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33.8M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.9M

Sector Composition

1 Technology 7.12%
2 Communication Services 4.47%
3 Financials 2.9%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-638
302
– –
-1,087,665
303
– –
-55,556
304
– –
-1,979
305
– –
-865
306
– –
-36,757
307
– –
-1,500
308
– –
-2,300
309
– –
-17,362
310
– –
-625
311
– –
-27,251
312
– –
-144,440
313
– –
-1,293
314
– –
-2,608
315
– –
-1,535
316
– –
-1,102
317
– –
-1,056
318
– –
-4,195
319
– –
-6,813
320
– –
-4,425
321
– –
-25,000
322
– –
-2,975
323
– –
-25,000
324
– –
-34,496
325
– –
-7,428
11 12
13
14 15