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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-19,630
327
– –
-211,259
328
– –
-134,650
329
– –
-47,056
330
– –
-83,838
331
– –
-1,526
332
– –
-31,660
333
– –
-36,950
334
– –
-96,180
335
– –
-46,420
336
– –
-6,948
337
– –
-1,305
338
– –
-53,535
339
– –
-90,026
340
– –
-135,215
341
– –
-49,324
342
– –
-6,787
343
– –
-3,552
344
– –
-53,764
345
– –
-168,897
346
– –
-66,800
347
– –
-10,512
348
– –
-69,316
349
– –
-161,098
350
– –
-301,335
11 12 13
14
15