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

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

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
351
$155K 0.01%
11,793
352
$148K 0.01%
17,243
353
$139K 0.01%
+1,200
354
$121K ﹤0.01%
11,667
+3,974
355
$120K ﹤0.01%
10,000
356
$63K ﹤0.01%
15,000
357
$52K ﹤0.01%
1,448
358
– –
0
359
$17K ﹤0.01%
+144,440
360
– –
-760
361
– –
-1,748
362
– –
-3,383
363
– –
-7,913
364
– –
-11,750
365
– –
-14
366
– –
-90,065
367
– –
-5,886
368
– –
-24,991
11 12 13 14
15