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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$40.4M
2
+$33.2M
3
+$20.4M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$17.7M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$16.4M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.65M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.2M

Sector Composition

1 Energy 8.33%
2 Technology 5.34%
3 Communication Services 4.78%
4 Financials 2.25%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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