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
$1.38B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$150M
2
+$18.1M
3
+$17.5M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12M
5
GS icon
Goldman Sachs
GS
+$8.19M

Top Sells

1
+$14M
2
+$11.4M
3
+$7.24M
4
KMI icon
Kinder Morgan
KMI
+$6.75M
5
BPL
Buckeye Partners, L.P.
BPL
+$5.63M

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
451
– –
-14,562
452
– –
-12,721
453
– –
-2,572
454
– –
-118,092
455
– –
-20,944
456
– –
-7,920
15 16 17 18
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