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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.16M 0.27%
87,674
+25,858
77
$3.16M 0.26%
48,289
-39,355
78
$3.14M 0.26%
27,847
+7,069
79
$3.11M 0.26%
95,700
+38,143
80
$3.09M 0.26%
+98,361
81
$3.08M 0.26%
25,911
+12,165
82
$3.08M 0.26%
+95,420
83
$3.06M 0.26%
90,438
+19,476
84
$3.01M 0.25%
60,411
-26,147
85
$3.01M 0.25%
117,192
+32,335
86
$2.89M 0.24%
21,638
+88
87
$2.81M 0.24%
19,786
+10,169
88
$2.79M 0.23%
67,200
+16,640
89
$2.77M 0.23%
64,517
+18,175
90
$2.76M 0.23%
+77,623
91
$2.73M 0.23%
41,502
+1,521
92
$2.64M 0.22%
36,982
+7,005
93
$2.64M 0.22%
32,739
+8,593
94
$2.63M 0.22%
90,009
-65,831
95
$2.62M 0.22%
18,740
+143
96
$2.6M 0.22%
+44,161
97
$2.6M 0.22%
69,039
+21,157
98
$2.59M 0.22%
63,557
-9,040
99
$2.57M 0.22%
27,384
+5,187
100
$2.56M 0.21%
54,387
-6,305
2 3
4
5 6