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
$30.2M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$989K
2 +$361K
3 +$233K

Top Sells

1 +$2.18M
2 +$1.92M
3 +$1.7M
4
PAA icon
Plains All American Pipeline
PAA
+$1.56M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.37M

Sector Composition

1 Energy 68.31%
2 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$233K 0.77%
+4,380
27
-15,000
28
-4,600