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
$49.9M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.25M
3
+$1.11M
4
EEQ
Enbridge Energy Management Llc
EEQ
+$1.04M
5
WPZ
Williams Partners L.P.
WPZ
+$647K

Top Sells

1
+$1.17M
2
+$1.17M
3
+$765K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$532K
5
GLD icon
SPDR Gold Trust
GLD
+$424K

Sector Composition

1 Energy 74.59%
2 Industrials 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$203K 0.41%
4,600
-2,130
1
2