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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.11M 0.61%
478,116
+145,842
27
$7.8M 0.59%
187,353
-55,891
28
$7.38M 0.56%
35,525
+452
29
$6.9M 0.52%
98,792
-8,225
30
$6.71M 0.51%
628,103
+4,255
31
$6.26M 0.47%
36,992
+727
32
$5.96M 0.45%
21,200
-791
33
$5.42M 0.41%
64,627
-5,640
34
$4.91M 0.37%
46,210
-11,650
35
$4.74M 0.36%
116,056
-63,132
36
$4.7M 0.35%
+56,720
37
$4.7M 0.35%
192,666
38
$4.47M 0.34%
86,199
39
$4.46M 0.34%
20,372
-3,797
40
$4.4M 0.33%
51,588
41
$4.33M 0.33%
40,744
-4,277
42
$4.09M 0.31%
85,731
-8,200
43
$4.02M 0.3%
19,631
-50
44
$3.78M 0.28%
45,057
45
$3.77M 0.28%
52,786
-13,700
46
$3.68M 0.28%
9
47
$3.58M 0.27%
15,966
+117
48
$3.51M 0.26%
21,077
+8,694
49
$3.39M 0.26%
23,423
+166
50
$3.32M 0.25%
+371,283
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