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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.56M 0.22%
444,033
-880
52
$5.48M 0.22%
55,660
+3,864
53
$5.48M 0.22%
13,735
+1,950
54
$5.47M 0.22%
22,398
+1,873
55
$5.25M 0.21%
217,432
+1,498
56
$5.14M 0.21%
105,133
+563
57
$5.14M 0.21%
21,643
58
$5.1M 0.2%
21,798
-156
59
$5.03M 0.2%
48,530
60
$4.94M 0.2%
31,742
-334
61
$4.81M 0.19%
42,491
+44
62
$4.71M 0.19%
75,868
+7,385
63
$4.55M 0.18%
126,661
-4,332
64
$4.53M 0.18%
68,948
+3,064
65
$4.49M 0.18%
90,563
-248
66
$4.44M 0.18%
39,322
+891
67
$4.19M 0.17%
10
68
$4.13M 0.17%
35,251
+13,748
69
$4.03M 0.16%
75,944
-1,511
70
$3.94M 0.16%
35,271
+578
71
$3.81M 0.15%
70,825
72
$3.75M 0.15%
22,652
+5,298
73
$3.73M 0.15%
109,023
74
$3.62M 0.15%
45,845
+1,910
75
$3.47M 0.14%
12,494
-336
1 2
3
4 5