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
376
$92K 0.01%
+10,790
377
$83K 0.01%
2,572
+1,288
378
$82K 0.01%
+12,368
379
$68K 0.01%
16,050
+1,075
380
$60K 0.01%
11,700
381
$59K ﹤0.01%
1,967
+167
382
$29K ﹤0.01%
11,363
-4,000
383
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384
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385
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386
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387
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388
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389
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390
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392
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393
– –
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394
– –
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395
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396
– –
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397
– –
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– –
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399
– –
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– –
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14 15
16
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