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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.86M 0.24%
17,762
+1,971
52
$4.64M 0.22%
53,891
-2,324
53
$4.47M 0.22%
21,643
-840
54
$4.42M 0.21%
19,882
+610
55
$4.42M 0.21%
130,993
-117,069
56
$4.36M 0.21%
42,447
-319
57
$4.36M 0.21%
34,285
-4,893
58
$4.17M 0.2%
11,795
-69
59
$4.04M 0.2%
+444,913
60
$3.94M 0.19%
65,437
-7,292
61
$3.62M 0.18%
80,976
-2,895
62
$3.55M 0.17%
181,406
-1,173,598
63
$3.51M 0.17%
38,233
-18
64
$3.46M 0.17%
109,023
-20,789
65
$3.32M 0.16%
61,350
-1,810
66
$3.28M 0.16%
30,691
+802
67
$3.26M 0.16%
76,823
-443,417
68
$3.22M 0.16%
47,997
-254,622
69
$3.15M 0.15%
35,740
70
$3.11M 0.15%
+90,065
71
$3.1M 0.15%
17,354
-16,739
72
$3.05M 0.15%
58,250
+4,757
73
$2.99M 0.14%
+50,960
74
$2.93M 0.14%
24,625
+1
75
$2.9M 0.14%
39,747
-5,047
1 2
3
4 5