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
$1.11B
AUM Growth
-$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.4M
3
+$8.08M
4
OKE icon
Oneok
OKE
+$6.56M
5
KMI icon
Kinder Morgan
KMI
+$6.44M

Top Sells

1
+$165M
2
+$46.1M
3
+$13.3M
4
MDXG icon
MiMedx Group
MDXG
+$13.1M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$13M

Sector Composition

1 Energy 23.9%
2 Healthcare 9.82%
3 Utilities 8.29%
4 Consumer Discretionary 4.4%
5 Technology 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.18M 0.83%
184,137
+162,062
27
$8.57M 0.77%
446,951
+335,993
28
$8.5M 0.76%
157,428
-27,426
29
$7.92M 0.71%
320,146
-538,266
30
$7.77M 0.7%
109,840
+35,644
31
$7.63M 0.69%
309,744
-12,027
32
$7.28M 0.65%
203,188
-41,344
33
$7.26M 0.65%
432,208
+90,545
34
$6.94M 0.62%
249,439
+13,649
35
$6.68M 0.6%
44,696
-10,224
36
$6.56M 0.59%
+118,360
37
$6.41M 0.58%
189,264
+7,254
38
$6.17M 0.55%
201,118
+22,358
39
$5.68M 0.51%
252,980
40
$5.53M 0.5%
139,665
-4,793
41
$5.49M 0.49%
150,912
-10,580
42
$5.42M 0.49%
129,580
+7,332
43
$5.16M 0.46%
135,879
-460
44
$5.06M 0.45%
+210,361
45
$4.84M 0.43%
88,595
-278
46
$4.83M 0.43%
75,768
-49,524
47
$4.7M 0.42%
95,630
-515
48
$4.61M 0.41%
80,248
+4,008
49
$4.59M 0.41%
161,766
+127,620
50
$4.48M 0.4%
36,277
-45,178
1
2
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