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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.2M 1.02%
71,090
-5,463
27
$19.4M 0.93%
111,495
-8,194
28
$18.1M 0.87%
297,640
+23,560
29
$17.9M 0.86%
869,418
+23,347
30
$17.2M 0.83%
281,740
+1,360
31
$15.7M 0.75%
405,495
+3,425
32
$15.4M 0.74%
275,888
+26,672
33
$15.4M 0.74%
446,994
+69,022
34
$14.6M 0.7%
235,641
+12,085
35
$13.5M 0.65%
535,976
+98,133
36
$13.1M 0.63%
638,090
+137,170
37
$12.4M 0.6%
353,948
+12,126
38
$12M 0.57%
196,384
-1,505,235
39
$11.9M 0.57%
299,741
-4,490
40
$11.4M 0.55%
239,714
-9,697
41
$10.6M 0.51%
76,448
+19,719
42
$9.94M 0.48%
192,953
-1,612
43
$9.8M 0.47%
421,646
+22,068
44
$9.69M 0.47%
228,890
+7,070
45
$9.56M 0.46%
146,669
+17,413
46
$9.25M 0.44%
459,426
+254,230
47
$9.09M 0.44%
88,564
+3,156
48
$8.98M 0.43%
222,988
+20,404
49
$8.67M 0.42%
360,302
-87,367
50
$8.64M 0.42%
41,713
+40,309
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