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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$281K 0.01%
3,566
-2,540
352
$281K 0.01%
+2,475
353
$278K 0.01%
+3,713
354
$278K 0.01%
+1,945
355
$273K 0.01%
3,301
+181
356
$267K 0.01%
+4,200
357
$264K 0.01%
+2,500
358
$261K 0.01%
+1,825
359
$259K 0.01%
+3,287
360
$258K 0.01%
+2,150
361
$255K 0.01%
+15,187
362
$254K 0.01%
3,935
363
$253K 0.01%
+17,200
364
$252K 0.01%
+2,225
365
$250K 0.01%
+2,775
366
$247K 0.01%
+28,703
367
$247K 0.01%
5,927
+1,332
368
$246K 0.01%
+9,352
369
$243K 0.01%
+2,375
370
$239K 0.01%
+2,900
371
$236K 0.01%
3,724
+400
372
$234K 0.01%
5,000
373
$232K 0.01%
+4,110
374
$230K 0.01%
11,626
+203
375
$228K 0.01%
+8,250
13 14
15
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