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
401
$217K 0.02%
+9,400
402
$217K 0.02%
+3,239
403
$216K 0.02%
6,561
+1,498
404
$214K 0.02%
+1,277
405
$214K 0.02%
3,360
+89
406
$213K 0.02%
8,565
407
$213K 0.02%
16,156
+911
408
$211K 0.02%
+8,175
409
$210K 0.02%
+12,188
410
$210K 0.02%
+8,397
411
$209K 0.02%
2,478
-198
412
$206K 0.02%
+4,548
413
$203K 0.01%
2,638
-107
414
$202K 0.01%
+1,503
415
$198K 0.01%
16,697
-14,535
416
$187K 0.01%
14,506
-19,595
417
$177K 0.01%
21,183
+385
418
$176K 0.01%
12,700
+400
419
$144K 0.01%
+12,340
420
$139K 0.01%
140
+55
421
$132K 0.01%
+10,828
422
$123K 0.01%
32,689
+6,648
423
$119K 0.01%
5,000
424
$116K 0.01%
+3,504
425
$111K 0.01%
16,460
-644
15 16
17
18 19