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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.9M 0.63%
114,124
+38,256
27
$11.5M 0.61%
+57,188
28
$10.5M 0.56%
37,124
-3,794
29
$10.2M 0.54%
42,094
-4,081
30
$9.94M 0.53%
114,113
-2,089,447
31
$9.87M 0.53%
26,109
-175
32
$9.55M 0.51%
58,140
-20,840
33
$9.44M 0.5%
34,452
-37,416
34
$7.58M 0.4%
34,628
-1,868
35
$7.38M 0.39%
62,774
-5,087
36
$7.35M 0.39%
119,622
-2,806
37
$7.2M 0.38%
619,348
38
$6.94M 0.37%
69,455
39
$6.36M 0.34%
125,906
+2,566
40
$6.29M 0.33%
20,782
-3,534
41
$6.23M 0.33%
346,335
-160,290
42
$6.08M 0.32%
16,975
-3,106
43
$5.93M 0.32%
60,214
+4,554
44
$5.44M 0.29%
20,060
-2,338
45
$5.35M 0.28%
27,643
-690
46
$4.77M 0.25%
64,570
-23,634
47
$4.77M 0.25%
46,804
-1,726
48
$4.65M 0.25%
126,479
-182
49
$4.48M 0.24%
207,005
-10,427
50
$4.47M 0.24%
98,180
-6,953
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