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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.46M 0.37%
108,424
-5,343
52
$7.42M 0.37%
606,001
+1,632
53
$7.33M 0.37%
52,629
-35,113
54
$7.08M 0.35%
118,302
+76
55
$6.55M 0.33%
69,180
-28,600
56
$6.35M 0.32%
322,370
+300
57
$6.35M 0.32%
202,139
+330
58
$6.34M 0.32%
38,932
+7,054
59
$6.12M 0.31%
81,509
-72,954
60
$6.09M 0.31%
146,103
-30,058
61
$5.52M 0.28%
+20,386
62
$5.38M 0.27%
252,980
63
$5.29M 0.27%
41,578
+1,039
64
$5.17M 0.26%
98,083
65
$5.17M 0.26%
434,576
-34,376
66
$5.12M 0.26%
38,407
-2,961
67
$5.03M 0.25%
91,842
-22,948
68
$4.89M 0.25%
86,448
-7,484
69
$4.87M 0.24%
74,919
+923
70
$4.75M 0.24%
89,861
-30,426
71
$4.56M 0.23%
92,877
+315
72
$4.4M 0.22%
27,968
+4,552
73
$4.39M 0.22%
37,828
-10,452
74
$4.35M 0.22%
255,982
-3,720
75
$4.34M 0.22%
57,360
-4,918
1 2
3
4 5