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
$54.7M
AUM Growth
-$8.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.3M
3
+$84K
4
TGP
Teekay LNG Partners L.P.
TGP
+$80.5K
5
ETP
Energy Transfer Partners L.p.
ETP
+$69.4K

Top Sells

1
+$3.74M
2
+$2.32M
3
+$1.53M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$878K
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$723K

Sector Composition

1 Energy 62.99%
2 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-33,571
27
– –
-45,345
28
– –
-13,495
1
2