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

Top Buys

1 +$1.38M
2 +$1.18M
3 +$1.16M
4
EEQ
Enbridge Energy Management Llc
EEQ
+$996K
5
WPZ
Williams Partners L.P.
WPZ
+$666K

Top Sells

1 +$6.76M
2 +$1.21M
3 +$748K
4
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$513K
5
GLD icon
SPDR Gold Trust
GLD
+$423K

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