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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$22M
3
+$7.07M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.18M
5
IAU icon
iShares Gold Trust
IAU
+$5.53M

Top Sells

1
+$27.7M
2
+$4.03M
3
+$3.56M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.14M
5
XOM icon
Exxon Mobil
XOM
+$2.78M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$238K 0.01%
489
-52
327
$238K 0.01%
+865
328
$237K 0.01%
+600
329
$235K 0.01%
3,771
330
$232K 0.01%
+2,650
331
$231K 0.01%
638
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332
$230K 0.01%
+5,000
333
$229K 0.01%
1,402
+218
334
$224K 0.01%
400
-27
335
$220K 0.01%
3,648
+339
336
$220K 0.01%
5,991
337
$218K 0.01%
+1,500
338
$215K 0.01%
5,618
339
$214K 0.01%
880
-171
340
$213K 0.01%
7,894
341
$211K 0.01%
+1,700
342
$210K 0.01%
+750
343
$210K 0.01%
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344
$208K 0.01%
7,270
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345
$205K 0.01%
3,405
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346
$203K 0.01%
+1,800
347
$201K 0.01%
+600
348
$200K 0.01%
3,055
349
$200K 0.01%
+3,316
350
$184K 0.01%
17,320
-2,044
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