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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 0.84%
42,446
+151
27
$10M 0.84%
+195,269
28
$9.79M 0.82%
450,386
+1,310
29
$9.53M 0.8%
76,522
+11,291
30
$9.28M 0.78%
234,804
+41,494
31
$9.26M 0.78%
487,214
+44,385
32
$9.03M 0.76%
54,164
+9,390
33
$8.77M 0.74%
162,440
-14,050
34
$8.44M 0.71%
345,480
+8,957
35
$8.13M 0.68%
176,152
-14,229
36
$7.81M 0.66%
118,651
+22,863
37
$7.15M 0.6%
362,303
-48,783
38
$6.95M 0.58%
252,980
39
$6.67M 0.56%
149,570
+9,635
40
$6.67M 0.56%
308,077
+243,925
41
$6.64M 0.56%
184,040
+4,487
42
$6.46M 0.54%
307,858
-145,821
43
$6.39M 0.54%
+237,004
44
$5.89M 0.49%
289,765
-25,440
45
$5.82M 0.49%
137,280
+36,300
46
$5.19M 0.44%
59,049
+20,740
47
$5.08M 0.43%
57,213
+9,309
48
$5.03M 0.42%
90,342
+24,681
49
$4.94M 0.41%
153,880
+10,852
50
$4.94M 0.41%
63,207
+6,778
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