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
$1B
AUM Growth
+$523M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$74.1M
2
+$39.7M
3
+$23.8M
4
EQM
EQM Midstream Partners, LP
EQM
+$20.9M
5
PAA icon
Plains All American Pipeline
PAA
+$19.4M

Top Sells

1
+$624M
2
+$56M
3
+$27M
4
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$24.4M
5
FEN
First Trust Energy Income and Growth Fund
FEN
+$10.4M

Sector Composition

1 Energy 34.14%
2 Healthcare 12.15%
3 Financials 5.3%
4 Technology 4.46%
5 Utilities 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.34M 0.23%
+45,635
77
$2.32M 0.23%
+19,312
78
$2.32M 0.23%
41,330
+28,141
79
$2.28M 0.23%
+33,154
80
$2.24M 0.22%
61,816
+19,346
81
$2.19M 0.22%
+29,530
82
$2.15M 0.21%
+26,513
83
$2.15M 0.21%
+84,857
84
$2.14M 0.21%
+70,962
85
$2.09M 0.21%
47,701
+41,309
86
$2.09M 0.21%
+39,191
87
$2.04M 0.2%
+22,197
88
$2.03M 0.2%
29,977
+6,353
89
$2.02M 0.2%
+67,978
90
$1.99M 0.2%
+27,477
91
$1.95M 0.19%
50,560
+20,040
92
$1.91M 0.19%
+16,306
93
$1.9M 0.19%
20,778
+5,701
94
$1.89M 0.19%
19,916
+12,416
95
$1.83M 0.18%
+46,342
96
$1.83M 0.18%
+33,300
97
$1.82M 0.18%
+72,638
98
$1.79M 0.18%
104,461
+25,549
99
$1.77M 0.18%
57,557
+22,627
100
$1.73M 0.17%
+14,142
2 3
4
5 6