TA

Tiedemann Advisors Portfolio holdings

AUM $2.33B
1-Year Est. Return 15.56%
This Fund
S&P 500
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
+$1.65M
2
+$1.33M
3
+$81.6K
4
WMB icon
Williams Companies
WMB
+$77K
5
ETP
Energy Transfer Partners L.p.
ETP
+$73.8K

Top Sells

1
+$3.77M
2
+$2.32M
3
+$1.53M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$829K
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