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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.36M 0.23%
90,563
52
$4.27M 0.23%
12,572
-5,505
53
$4.26M 0.23%
26,038
-5,704
54
$4.11M 0.22%
10
55
$3.97M 0.21%
15,372
-15,366
56
$3.78M 0.2%
109,023
57
$3.64M 0.19%
69,825
-1,000
58
$3.61M 0.19%
16,227
-5,571
59
$3.58M 0.19%
65,808
-10,136
60
$3.56M 0.19%
32,225
-3,046
61
$3.5M 0.19%
55,270
-13,678
62
$3.5M 0.19%
21,291
-1,361
63
$3.46M 0.18%
29,764
-5,487
64
$3.4M 0.18%
43,328
-2,517
65
$3.38M 0.18%
11,658
-8,058
66
$3.17M 0.17%
11,602
-892
67
$3.12M 0.17%
41,377
68
$2.99M 0.16%
11,227
69
$2.98M 0.16%
15,200
-226
70
$2.92M 0.16%
14,166
71
$2.86M 0.15%
13,071
+5,582
72
$2.8M 0.15%
50,146
-2,079
73
$2.65M 0.14%
57,018
-2,400
74
$2.58M 0.14%
21,628
+151
75
$2.44M 0.13%
13,962
-138
1 2
3
4 5