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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$217K 0.02%
7,420
+620
352
$216K 0.02%
+12,528
353
$215K 0.02%
+3,128
354
$214K 0.02%
+4,761
355
$210K 0.02%
+883
356
$208K 0.02%
+4,268
357
$207K 0.02%
+5,706
358
$206K 0.02%
+8,565
359
$205K 0.02%
+3,271
360
$205K 0.02%
+2,745
361
$203K 0.02%
+5,334
362
$203K 0.02%
+5,063
363
$200K 0.02%
12,300
+825
364
$178K 0.01%
+19,600
365
$161K 0.01%
+19,750
366
$159K 0.01%
12,721
-5,429
367
$158K 0.01%
20,798
-385
368
$150K 0.01%
+514
369
$145K 0.01%
10,725
+650
370
$140K 0.01%
33,431
371
$128K 0.01%
20,730
+6,086
372
$120K 0.01%
5,000
373
$108K 0.01%
17,104
+644
374
$107K 0.01%
26,041
+10,901
375
$101K 0.01%
85
+15
13 14
15
16 17