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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$228K 0.01%
+2,556
377
$227K 0.01%
971
378
$227K 0.01%
+2,125
379
$226K 0.01%
+6,523
380
$225K 0.01%
+1,775
381
$224K 0.01%
+8,300
382
$223K 0.01%
+10,753
383
$222K 0.01%
7,263
384
$220K 0.01%
+3,750
385
$220K 0.01%
+2,702
386
$219K 0.01%
5,274
387
$219K 0.01%
+1,725
388
$219K 0.01%
12,129
-57,621
389
$217K 0.01%
+3,560
390
$216K 0.01%
+6,954
391
$214K 0.01%
+2,425
392
$213K 0.01%
+750
393
$213K 0.01%
+2,975
394
$212K 0.01%
+1,871
395
$210K 0.01%
+4,067
396
$210K 0.01%
+1,753
397
$209K 0.01%
+1,933
398
$208K 0.01%
+1,583
399
$207K 0.01%
7,360
400
$206K 0.01%
+9,769
14 15
16
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