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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.29M 0.25%
12,060
+312
52
$3.23M 0.24%
53,559
-7,769
53
$3.19M 0.24%
18,966
-3,546
54
$2.96M 0.22%
21,624
-31,558
55
$2.89M 0.22%
20,782
56
$2.87M 0.22%
38,690
57
$2.82M 0.21%
+86,236
58
$2.73M 0.21%
43,581
-34,079
59
$2.71M 0.2%
14,166
60
$2.6M 0.2%
11,693
+70
61
$2.6M 0.2%
23,043
-3,374
62
$2.45M 0.18%
47,407
63
$2.3M 0.17%
56,772
-153
64
$2.24M 0.17%
22,295
+124
65
$2.15M 0.16%
69,372
+30,454
66
$2.09M 0.16%
21,817
67
$2.02M 0.15%
6,392
-11
68
$2.01M 0.15%
114,124
69
$2M 0.15%
10,171
-1,238
70
$1.98M 0.15%
49,901
+747
71
$1.98M 0.15%
33,589
-79,496
72
$1.95M 0.15%
17,465
-41,969
73
$1.91M 0.14%
59,145
-6,404
74
$1.87M 0.14%
14,632
-71,030
75
$1.79M 0.13%
8,483
-29
1 2
3
4 5