TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
This Quarter Return
+0.48%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$49.9M
AUM Growth
+$49.9M
(+2.4%)
Cap. Flow
-$5.52M
Cap. Flow
% of AUM
-11.08%
Top 10 Holdings %
Top 10 Hldgs %
53.48%
Holding
27
New
2
Increased
9
Reduced
11
Closed
1
Top Buys
| 1 |
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
|
$1.38M |
| 2 |
NS
NuStar Energy L.P.
NS
|
$1.18M |
| 3 |
OKS
Oneok Partners LP
OKS
|
$1.16M |
| 4 |
EEQ
Enbridge Energy Management Llc
EEQ
|
$996K |
| 5 |
WPZ
Williams Partners L.P.
WPZ
|
$666K |
Top Sells
| 1 |
EEP
Enbridge Energy Partners
EEP
|
$6.76M |
| 2 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$1.21M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$748K |
| 4 |
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
|
$513K |
| 5 |
SPDR Gold Trust
GLD
|
$423K |
Sector Composition
| 1 | Energy | 74.59% |
| 2 | Industrials | 3.37% |