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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.79M 0.21%
21,643
52
$4.75M 0.21%
215,934
+34,528
53
$4.72M 0.21%
48,530
+29,017
54
$4.7M 0.21%
51,796
-2,095
55
$4.65M 0.2%
21,954
-388
56
$4.58M 0.2%
444,913
57
$4.53M 0.2%
104,570
+27,747
58
$4.48M 0.2%
130,993
59
$4.35M 0.19%
20,525
+643
60
$4.33M 0.19%
42,447
61
$4.22M 0.19%
11,785
-10
62
$4.17M 0.18%
38,431
+198
63
$4.16M 0.18%
90,811
+28,857
64
$4.13M 0.18%
65,884
+447
65
$4.03M 0.18%
90,065
66
$4M 0.18%
77,455
-3,521
67
$3.86M 0.17%
10
-4
68
$3.79M 0.17%
34,693
+4,002
69
$3.53M 0.15%
109,023
70
$3.48M 0.15%
70,825
71
$3.34M 0.15%
43,935
+4,188
72
$3.28M 0.14%
12,830
+366
73
$3.26M 0.14%
62,563
-74,389
74
$3.25M 0.14%
62,210
+860
75
$3.14M 0.14%
15,542
+30
1 2
3
4 5