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
$1B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$74.1M
2
+$39.7M
3
+$23.8M
4
EQM
EQM Midstream Partners, LP
EQM
+$20.9M
5
PAA icon
Plains All American Pipeline
PAA
+$19.4M

Top Sells

1
+$624M
2
+$56M
3
+$27M
4
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$24.4M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$10.4M

Sector Composition

1 Energy 34.14%
2 Healthcare 12.15%
3 Financials 5.3%
4 Technology 4.46%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.43%
143,028
+121,200
52
$4.16M 0.41%
+243,758
53
$4.1M 0.41%
+145,750
54
$4M 0.4%
100,980
+68,220
55
$3.88M 0.39%
44,395
+41,715
56
$3.74M 0.37%
47,904
+44,395
57
$3.67M 0.37%
2,505
+2,413
58
$3.62M 0.36%
65,661
+48,728
59
$3.58M 0.36%
+329,502
60
$3.43M 0.34%
+52,589
61
$3.34M 0.33%
32,011
+3,579
62
$3.31M 0.33%
38,309
+17,729
63
$3.22M 0.32%
38,312
+29,144
64
$3.21M 0.32%
67,953
+6,433
65
$3.13M 0.31%
29,886
+25,826
66
$3.06M 0.31%
+21,550
67
$2.91M 0.29%
60,692
+38,852
68
$2.87M 0.29%
+72,597
69
$2.76M 0.27%
+91,830
70
$2.7M 0.27%
22,923
+10,554
71
$2.66M 0.26%
+126,590
72
$2.63M 0.26%
+114,048
73
$2.62M 0.26%
+39,981
74
$2.61M 0.26%
+61,905
75
$2.47M 0.25%
18,597
-299
1 2
3
4 5