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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.3M 0.6%
75,520
+9,080
27
$12.1M 0.59%
168,052
-4,560
28
$10.8M 0.52%
+40,890
29
$10.3M 0.5%
75,097
+10,673
30
$9.96M 0.48%
47,030
+1,065
31
$9.28M 0.45%
41,724
-15,993
32
$8.9M 0.43%
37,857
-2,328
33
$8.03M 0.39%
161,237
-15,816
34
$7.96M 0.39%
526,950
-20,121
35
$7.54M 0.36%
122,392
36
$7.44M 0.36%
47,270
+1,438
37
$7.23M 0.35%
68,278
38
$7.23M 0.35%
48,596
-1,187
39
$6.86M 0.33%
136,952
+73,350
40
$6.79M 0.33%
86,142
+1,340
41
$6.57M 0.32%
72,446
-134,998
42
$6.33M 0.31%
18,429
-141
43
$6.01M 0.29%
30,635
+2,636
44
$5.68M 0.28%
120,382
+1,479
45
$5.43M 0.26%
85,064
-1,552
46
$5.43M 0.26%
611,762
-15,437
47
$5.17M 0.25%
28,378
+47
48
$5.02M 0.24%
19,821
+4,015
49
$4.89M 0.24%
22,342
+1,355
50
$4.87M 0.24%
14
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2
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