TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
1-Year Return
15.56%
This Quarter Return
+15.12%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$2.07B
AUM Growth
-$4.37M
(-0.21%)
Cap. Flow
-$271M
Cap. Flow
% of AUM
-13.1%
Top 10 Holdings %
Top 10 Hldgs %
60.28%
Holding
361
New
48
Increased
89
Reduced
133
Closed
46
Top Buys
| 1 |
Adobe
ADBE
|
$22.5M |
| 2 |
Goldman Sachs
GS
|
$10.8M |
| 3 |
iShares Gold Trust
IAU
|
$5.18M |
| 4 |
MiMedx Group
MDXG
|
$4.04M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.68M |
Top Sells
| 1 |
Enterprise Products Partners
EPD
|
$23M |
| 2 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$18.8M |
| 3 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$17.1M |
| 4 |
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% |
