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
$42.7M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.41M
3
+$853K
4
NGL icon
NGL Energy Partners
NGL
+$400K
5
NBR icon
Nabors Industries
NBR
+$349K

Top Sells

1
+$175K
2
+$107K
3
+$83.8K

Sector Composition

1 Energy 66.3%
2 Industrials 2.27%
3 Technology 2.24%
4 Communication Services 1.13%
5 Healthcare 0.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$432K 1.01%
5,077
27
$377K 0.88%
9,660
28
$349K 0.82%
+238
29
$253K 0.59%
2,890
+2,124
30
$246K 0.58%
+16,127
31
$246K 0.58%
+11,814
32
$241K 0.56%
+7,813
33
$238K 0.56%
+2,217
34
$230K 0.54%
+6,365
35
$226K 0.53%
+13,119
36
$222K 0.52%
+3,184
37
$210K 0.49%
915
-365
38
$204K 0.48%
+6,345
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