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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.31M 0.4%
255,503
-191,491
52
$7.97M 0.38%
621,438
+15,437
53
$7.95M 0.38%
105,002
-6,478
54
$7.77M 0.37%
213,877
-14,810
55
$6.98M 0.33%
125,286
+8,605
56
$6.86M 0.33%
112,337
-34,936
57
$6.85M 0.33%
46,980
-2,963
58
$6.8M 0.33%
49,825
-1,223
59
$6.45M 0.31%
502,770
-1,908,304
60
$6.36M 0.3%
99,484
-6,973
61
$6.24M 0.3%
67,560
-19,560
62
$6.1M 0.29%
34,691
-612
63
$6.04M 0.29%
43,352
-13,363
64
$5.59M 0.27%
18,901
-396
65
$5.37M 0.26%
37,556
-576
66
$5.34M 0.26%
225,242
-135,060
67
$5.12M 0.25%
79,729
-4,360
68
$4.91M 0.24%
27,530
-9,171
69
$4.9M 0.24%
89,606
-6,472
70
$4.83M 0.23%
81,212
-7,100
71
$4.72M 0.23%
55,481
-3,817
72
$4.65M 0.22%
67,107
+66
73
$4.47M 0.21%
36,375
-2,469
74
$4.36M 0.21%
79,756
-3,984
75
$4.24M 0.2%
88,416
+2,509
1 2
3
4 5