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
$1.54B
AUM Growth
-$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.6M
3
+$35.8M
4
PLD icon
Prologis
PLD
+$24.5M
5
IAU icon
iShares Gold Trust
IAU
+$18.8M

Top Sells

1
+$150M
2
+$33M
3
+$23M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$21.3M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$17M

Sector Composition

1 Energy 12.37%
2 Technology 10.74%
3 Utilities 4.66%
4 Communication Services 3.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.45M 0.35%
101,924
-35,744
52
$5.42M 0.35%
113,386
+1,049
53
$5.15M 0.33%
975,049
-302,804
54
$5.03M 0.33%
33,945
-3,611
55
$4.89M 0.32%
+28,255
56
$4.77M 0.31%
621,438
57
$4.53M 0.29%
79,728
+61,046
58
$4.43M 0.29%
80,265
-179,256
59
$4.42M 0.29%
18,661
-240
60
$4.35M 0.28%
16
+13
61
$4.25M 0.27%
194,728
+89,726
62
$4.11M 0.27%
623,320
+4,680
63
$4.09M 0.27%
+129,016
64
$4.09M 0.26%
97,550
-27,736
65
$4.04M 0.26%
90,632
+9,420
66
$4.03M 0.26%
138,589
-194,779
67
$4M 0.26%
30,370
+17,614
68
$3.98M 0.26%
119,218
-492,781
69
$3.87M 0.25%
33,842
-20,473
70
$3.83M 0.25%
27,083
-447
71
$3.7M 0.24%
67,916
-9,711
72
$3.63M 0.24%
40,319
-3,033
73
$3.58M 0.23%
140,498
-73,379
74
$3.4M 0.22%
21,113
+758
75
$3.4M 0.22%
86,513
-1,903
1 2
3
4 5