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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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$44.6M
2
+$25.1M
3
+$7.03M
4
SNOW icon
Snowflake
SNOW
+$6.46M
5
IAU icon
iShares Gold Trust
IAU
+$5.51M

Top Sells

1
+$20.9M
2
+$7.12M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.52M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.96M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$78K ﹤0.01%
1
327
$78K ﹤0.01%
7,693
-3,064
328
$65K ﹤0.01%
+15,000
329
– –
0
330
– –
-25,315
331
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-1,619
332
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-804
333
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-1,580
334
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-2,609
335
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-600
336
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-11,721
337
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-4,400
338
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-3,462
339
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-150
340
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-19,478
341
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-3,356
342
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-6,125
343
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-2,122
344
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-1,632
345
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-1,650
346
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-3,671
347
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-1,419
348
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-86,142
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-12,000
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