TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
1-Year Return
15.56%
This Quarter Return
+5.04%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$1.38B
AUM Growth
+$184M
(+15%)
Cap. Flow
+$89.7M
Cap. Flow
% of AUM
6.52%
Top 10 Holdings %
Top 10 Hldgs %
36.13%
Holding
469
New
78
Increased
239
Reduced
115
Closed
29
Top Buys
Top Sells
| 1 |
Kinder Morgan
KMI
|
$25.9M |
| 2 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
$14.1M |
| 3 |
DSL
DoubleLine Income Solutions Fund
DSL
|
$11.4M |
| 4 |
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% |
