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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.2M 1.02%
625,437
-210,876
27
$19.4M 0.93%
102,688
-8,807
28
$18.8M 0.9%
256,060
-19,828
29
$18.1M 0.87%
269,740
-12,000
30
$18.1M 0.87%
259,521
-72,246
31
$17.4M 0.84%
260,720
-36,920
32
$17.2M 0.82%
811,871
-57,547
33
$15.2M 0.73%
369,200
-36,295
34
$13.3M 0.64%
333,368
-20,580
35
$13M 0.62%
220,456
-15,185
36
$13M 0.62%
585,153
+49,177
37
$12.5M 0.6%
294,184
-5,557
38
$12.1M 0.58%
599,550
-38,540
39
$11.8M 0.56%
235,732
-3,982
40
$11.5M 0.55%
435,008
+13,362
41
$11M 0.53%
+282,592
42
$10.7M 0.51%
178,815
-14,138
43
$10.4M 0.5%
170,828
-25,556
44
$10M 0.48%
225,286
+2,298
45
$9.89M 0.47%
238,245
+9,355
46
$9.65M 0.46%
89,664
+1,100
47
$9.56M 0.46%
137,668
-9,001
48
$9.46M 0.45%
41,164
-549
49
$9.33M 0.45%
59,153
-17,295
50
$9M 0.43%
54,315
+6,198
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