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
376
$245K 0.02%
5,427
-30,229
377
$243K 0.02%
7,620
+200
378
$242K 0.02%
+8,285
379
$242K 0.02%
1,087
+36
380
$242K 0.02%
+2,492
381
$242K 0.02%
73,129
+39,698
382
$241K 0.02%
20,300
+700
383
$239K 0.02%
+7,941
384
$233K 0.02%
+1,759
385
$230K 0.02%
+3,408
386
$229K 0.02%
+10,748
387
$228K 0.02%
6,780
-220
388
$227K 0.02%
+10,851
389
$226K 0.02%
+1,804
390
$225K 0.02%
4,424
+156
391
$225K 0.02%
4,761
392
$223K 0.02%
11,920
-421
393
$223K 0.02%
+2,684
394
$222K 0.02%
+2,470
395
$221K 0.02%
+5,026
396
$220K 0.02%
+12,691
397
$220K 0.02%
+8,025
398
$219K 0.02%
+4,475
399
$219K 0.02%
+13,146
400
$217K 0.02%
+4,123
14 15
16
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