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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$259K 0.02%
+3,021
327
$254K 0.02%
2,331
+390
328
$253K 0.02%
+4,945
329
$250K 0.02%
3,294
+101
330
$244K 0.02%
+5,786
331
$244K 0.02%
+2,676
332
$240K 0.02%
+1,848
333
$240K 0.02%
4,623
-56
334
$240K 0.02%
+5,712
335
$239K 0.02%
+15,245
336
$238K 0.02%
+6,369
337
$236K 0.02%
+7,000
338
$235K 0.02%
+3,920
339
$234K 0.02%
+2,067
340
$233K 0.02%
4,183
+3,291
341
$232K 0.02%
4,375
+200
342
$230K 0.02%
+1,726
343
$229K 0.02%
2,639
-61
344
$229K 0.02%
1,051
+71
345
$228K 0.02%
+2,497
346
$225K 0.02%
+1,697
347
$222K 0.02%
+3,048
348
$222K 0.02%
+1,832
349
$219K 0.02%
12,341
-1,366
350
$217K 0.02%
+1,310
12 13
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