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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.21M 0.39%
111,480
+3,056
52
$8.21M 0.39%
+147,273
53
$7.56M 0.36%
87,120
+17,940
54
$7.29M 0.35%
228,687
+26,548
55
$7.28M 0.35%
48,117
-483
56
$7.12M 0.34%
606,001
57
$6.95M 0.33%
106,457
-11,845
58
$6.67M 0.32%
56,715
+34,422
59
$6.55M 0.31%
51,048
+9,470
60
$6.46M 0.31%
49,943
-2,686
61
$6.04M 0.29%
252,980
62
$6.04M 0.29%
36,701
-2,231
63
$6.03M 0.29%
146,805
+702
64
$6.03M 0.29%
116,681
+18,598
65
$6M 0.29%
84,089
+2,580
66
$5.63M 0.27%
35,303
+7,335
67
$5.42M 0.26%
193,346
-39,351
68
$5.29M 0.25%
38,132
-275
69
$5.29M 0.25%
19,297
-1,089
70
$5.18M 0.25%
96,078
+3,201
71
$5.07M 0.24%
59,298
+1,938
72
$4.97M 0.24%
433,043
-1,533
73
$4.94M 0.24%
88,312
+1,864
74
$4.83M 0.23%
38,844
+1,016
75
$4.57M 0.22%
25,677
+9,334
1 2
3
4 5