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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.1M 0.57%
167,098
-954
27
$12.2M 0.53%
81,097
28
$12M 0.53%
77,700
+2,180
29
$11.4M 0.5%
75,406
+309
30
$10.4M 0.46%
44,125
+2,401
31
$10.4M 0.45%
46,390
-640
32
$10M 0.44%
156,767
-4,470
33
$9.09M 0.4%
527,568
+618
34
$8.63M 0.38%
26,374
-14,516
35
$8.03M 0.35%
68,067
-211
36
$7.74M 0.34%
47,104
-166
37
$7.53M 0.33%
616,262
+4,500
38
$7.49M 0.33%
121,825
-567
39
$7.21M 0.32%
19,787
+1,358
40
$7.2M 0.32%
46,135
-2,461
41
$7.13M 0.31%
32,240
+1,605
42
$6.96M 0.3%
31,242
-6,615
43
$6.89M 0.3%
72,446
44
$5.91M 0.26%
120,382
45
$5.79M 0.25%
28,332
-46
46
$5.68M 0.25%
87,290
+2,226
47
$5.55M 0.24%
+24,223
48
$5.32M 0.23%
18,075
+313
49
$5.07M 0.22%
19,716
-105
50
$4.88M 0.21%
32,076
-2,209
1
2
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