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
$1.38B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.2M
3
+$17.2M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$7.91M

Top Sells

1
+$25.9M
2
+$14.1M
3
+$11.4M
4
TRP icon
TC Energy
TRP
+$7.34M
5
BPL
Buckeye Partners, L.P.
BPL
+$5.47M

Sector Composition

1 Energy 21.77%
2 Healthcare 13.1%
3 Consumer Staples 6.18%
4 Financials 5.96%
5 Technology 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$309K 0.02%
3,430
+791
352
$307K 0.02%
+2,467
353
$303K 0.02%
25,261
+4,501
354
$300K 0.02%
9,757
-2,172
355
$298K 0.02%
2,517
+450
356
$295K 0.02%
5,543
+22
357
$290K 0.02%
+1,788
358
$289K 0.02%
+16,172
359
$289K 0.02%
+8,924
360
$286K 0.02%
+5,432
361
$285K 0.02%
4,715
+92
362
$281K 0.02%
46,261
+26,511
363
$280K 0.02%
4,713
+338
364
$279K 0.02%
+8,000
365
$279K 0.02%
3,727
-208
366
$278K 0.02%
+5,185
367
$264K 0.02%
+9,014
368
$262K 0.02%
+5,048
369
$262K 0.02%
+24,178
370
$256K 0.02%
5,907
+121
371
$254K 0.02%
3,690
+562
372
$253K 0.02%
3,608
-228
373
$249K 0.02%
+1,559
374
$247K 0.02%
+11,837
375
$245K 0.02%
+5,118
13 14
15
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