TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
This Quarter Return
+7.92%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$2.28B
AUM Growth
+$217M
(+11%)
Cap. Flow
+$63.2M
Cap. Flow
% of AUM
2.77%
Top 10 Holdings %
Top 10 Hldgs %
60.19%
Holding
355
New
39
Increased
121
Reduced
107
Closed
26
Top Buys
| 1 |
Uber
UBER
|
$43.5M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$26.2M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$7.17M |
| 4 |
Snowflake
SNOW
|
$5.55M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$5.51M |
Top Sells
| 1 |
PACCAR
PCAR
|
$20.7M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$7.42M |
| 3 |
CMD
Cantel Medical Corporation
CMD
|
$6.79M |
| 4 |
Goldman Sachs
GS
|
$4.75M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.88M |
Sector Composition
| 1 | Technology | 13.83% |
| 2 | Communication Services | 4.32% |
| 3 | Industrials | 3.52% |
| 4 | Financials | 2.5% |
| 5 | Energy | 1.95% |