TA

Tiedemann Advisors Portfolio holdings

AUM $2.33B
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
394
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$43.6M
3
+$32.8M
4
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$22.2M
5
MDXG icon
MiMedx Group
MDXG
+$17.2M

Top Sells

1
+$7.77M
2
+$7.26M
3
+$6.69M
4
MPLX icon
MPLX
MPLX
+$6.41M
5
WMB icon
Williams Companies
WMB
+$6.17M

Sector Composition

1 Energy 22%
2 Healthcare 10.66%
3 Technology 9.34%
4 Utilities 6.38%
5 Communication Services 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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