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
$1.38B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.2M
3
+$17.2M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$7.91M

Top Sells

1
+$25.9M
2
+$14.1M
3
+$11.4M
4
TRP icon
TC Energy
TRP
+$7.34M
5
BPL
Buckeye Partners, L.P.
BPL
+$5.47M

Sector Composition

1 Energy 21.77%
2 Healthcare 13.1%
3 Consumer Staples 6.18%
4 Financials 5.96%
5 Technology 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.87M 0.35%
+122,248
52
$4.74M 0.34%
74,196
-85,639
53
$4.67M 0.34%
49,757
-7,456
54
$4.6M 0.33%
96,145
+86,157
55
$4.59M 0.33%
88,873
+20,050
56
$4.47M 0.33%
83,824
+3,472
57
$4.38M 0.32%
180,557
+45,959
58
$4.36M 0.32%
90,160
+14,800
59
$4.33M 0.31%
136,339
+4,413
60
$4.31M 0.31%
40,601
+3,422
61
$4.3M 0.31%
76,240
-8,596
62
$4.23M 0.31%
107,397
+34,491
63
$4.2M 0.31%
2,244
-518
64
$4.18M 0.3%
47,968
+7,593
65
$3.99M 0.29%
139,889
+41,528
66
$3.95M 0.29%
34,188
+2,910
67
$3.92M 0.29%
204,968
-102,890
68
$3.91M 0.28%
155,025
+15,711
69
$3.68M 0.27%
55,854
-7,353
70
$3.63M 0.26%
84,413
+9,744
71
$3.61M 0.26%
145,920
-7,700
72
$3.6M 0.26%
65,271
-17,516
73
$3.55M 0.26%
111,403
+15,703
74
$3.5M 0.25%
74,305
+57,467
75
$3.5M 0.25%
103,695
+16,021
1 2
3
4 5