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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.92M 0.41%
2,762
+257
52
$4.75M 0.4%
82,787
+30,198
53
$4.69M 0.39%
84,836
-9,400
54
$4.68M 0.39%
19,854
-53,190
55
$4.38M 0.37%
80,352
-15,089
56
$4.31M 0.36%
118,092
-2,593
57
$4.29M 0.36%
47,256
+2,861
58
$4.28M 0.36%
131,926
-101
59
$4.22M 0.35%
37,179
+5,168
60
$4.19M 0.35%
127,540
-278,000
61
$4.12M 0.35%
38,390
+15,467
62
$3.86M 0.32%
+153,620
63
$3.86M 0.32%
119,542
-182,210
64
$3.63M 0.3%
40,375
+2,063
65
$3.54M 0.3%
129,190
-16,560
66
$3.5M 0.29%
31,278
+1,392
67
$3.48M 0.29%
71,382
+32,191
68
$3.47M 0.29%
57,952
+36,755
69
$3.46M 0.29%
68,823
+870
70
$3.35M 0.28%
139,314
+25,266
71
$3.34M 0.28%
75,360
+38,520
72
$3.31M 0.28%
74,669
+26,968
73
$3.26M 0.27%
+102,140
74
$3.17M 0.27%
134,598
+77,096
75
$3.17M 0.27%
140,270
+13,680
1 2
3
4 5