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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$379K 0.02%
9,500
327
$372K 0.02%
+2,300
328
$370K 0.02%
+9,567
329
$369K 0.02%
+2,600
330
$366K 0.02%
6,415
+3,378
331
$362K 0.02%
+12,366
332
$358K 0.02%
+4,144
333
$356K 0.02%
8,876
334
$351K 0.02%
1,914
335
$350K 0.02%
12,385
336
$341K 0.02%
3,323
-2
337
$340K 0.02%
+4,968
338
$322K 0.02%
7,819
+732
339
$318K 0.02%
15,336
+399
340
$314K 0.02%
7,286
+1,130
341
$313K 0.02%
2,650
342
$310K 0.02%
+3,330
343
$308K 0.02%
+4,418
344
$307K 0.02%
+21,991
345
$304K 0.02%
+4,472
346
$301K 0.02%
+2,800
347
$298K 0.02%
12,902
+1,578
348
$286K 0.01%
9,603
+11
349
$286K 0.01%
+7,650
350
$283K 0.01%
+3,550
12 13
14
15 16