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
$1.54B
AUM Growth
-$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.6M
3
+$35.8M
4
PLD icon
Prologis
PLD
+$24.5M
5
IAU icon
iShares Gold Trust
IAU
+$18.8M

Top Sells

1
+$150M
2
+$33M
3
+$23M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$21.3M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$17M

Sector Composition

1 Energy 12.37%
2 Technology 10.74%
3 Utilities 4.66%
4 Communication Services 3.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 0.79%
201,892
-185,068
27
$11.9M 0.77%
325,923
-58,478
28
$11.6M 0.75%
325,865
+90,133
29
$10.2M 0.66%
1,017,720
+418,170
30
$9.97M 0.65%
539,515
-478,235
31
$9.64M 0.62%
282,592
32
$9.35M 0.61%
59,293
+140
33
$8.44M 0.55%
56,035
+21,344
34
$8.25M 0.53%
+66,800
35
$7.72M 0.5%
554,656
-257,215
36
$7.18M 0.46%
73,640
+6,080
37
$7.12M 0.46%
507,154
-77,999
38
$7.06M 0.46%
88,364
-1,300
39
$7.02M 0.45%
231,483
-62,701
40
$6.89M 0.45%
110,536
-60,292
41
$6.87M 0.44%
67,158
+60,869
42
$6.61M 0.43%
66,630
+16,805
43
$6.48M 0.42%
438,398
+3,390
44
$6.4M 0.41%
452,426
+227,184
45
$6.37M 0.41%
1,384,680
+881,910
46
$6.36M 0.41%
101,586
-339,703
47
$6.13M 0.4%
136,479
-83,977
48
$6.02M 0.39%
45,906
-1,074
49
$5.92M 0.38%
+202,180
50
$5.63M 0.36%
167,749
-57,537
1
2
3 4 5