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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18M 0.9%
126,084
-88,182
27
$17.7M 0.89%
846,071
-18,605
28
$15.6M 0.78%
402,070
-45,255
29
$15.2M 0.76%
280,380
-83,800
30
$14.8M 0.74%
274,080
-55,620
31
$13.7M 0.69%
239,719
+202,994
32
$13.1M 0.66%
223,556
-1,922
33
$12.9M 0.65%
377,972
+340
34
$12.6M 0.63%
447,669
-30,041
35
$12.4M 0.62%
304,231
-34,085
36
$12.3M 0.62%
341,822
-30,877
37
$12.3M 0.62%
249,216
-170,884
38
$12M 0.6%
437,843
-16,320
39
$12M 0.6%
249,411
-31,811
40
$10.4M 0.52%
500,920
+945
41
$9.83M 0.49%
399,578
+5,110
42
$9.31M 0.47%
194,565
-28,018
43
$8.76M 0.44%
221,820
-16,220
44
$8.62M 0.43%
85,408
-2,794
45
$8.62M 0.43%
202,584
-76,050
46
$8.5M 0.43%
129,256
-19,916
47
$7.8M 0.39%
105,897
-368
48
$7.6M 0.38%
56,729
-63,407
49
$7.56M 0.38%
48,600
-1,414
50
$7.49M 0.38%
232,697
+19,460
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