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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.8M 0.59%
89,400
+43,265
27
$14.1M 0.56%
81,097
28
$13.6M 0.54%
78,980
+1,280
29
$13.5M 0.54%
166,657
-441
30
$12M 0.48%
75,431
+25
31
$11.2M 0.45%
46,175
-215
32
$11.1M 0.44%
40,918
-3,207
33
$9.98M 0.4%
26,284
-90
34
$9.24M 0.37%
506,625
-20,943
35
$8.76M 0.35%
156,072
-695
36
$8.37M 0.34%
36,496
+4,256
37
$8.3M 0.33%
67,861
-206
38
$7.82M 0.31%
19,801
+14
39
$7.81M 0.31%
47,437
+333
40
$7.52M 0.3%
122,428
+603
41
$7.13M 0.29%
20,081
+12,131
42
$7.03M 0.28%
69,455
-2,991
43
$6.97M 0.28%
30,738
-504
44
$6.89M 0.28%
619,348
+3,086
45
$6.42M 0.26%
88,204
+914
46
$6.35M 0.25%
123,340
+2,958
47
$6.28M 0.25%
18,077
+2
48
$6.03M 0.24%
28,333
+1
49
$5.88M 0.24%
24,316
+93
50
$5.66M 0.23%
19,716
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