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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.33M 0.22%
205,196
+23,310
77
$4.13M 0.21%
267,077
+9,660
78
$4.12M 0.21%
+4,000,000
79
$4.04M 0.2%
90,104
-2,328
80
$4M 0.2%
81,136
+59,567
81
$3.78M 0.19%
42,953
-612
82
$3.67M 0.18%
46,890
+637
83
$3.2M 0.16%
272,214
-56,178
84
$3.15M 0.16%
16,343
-15,512
85
$3.01M 0.15%
21,519
-25,656
86
$2.96M 0.15%
58,085
+394
87
$2.78M 0.14%
21,435
-126
88
$2.68M 0.13%
53,174
+23,991
89
$2.63M 0.13%
23,288
-5,000
90
$2.62M 0.13%
31,479
+283
91
$2.6M 0.13%
137,548
-16,428
92
$2.51M 0.13%
78,790
+5,530
93
$2.49M 0.12%
22,293
-60,995
94
$2.47M 0.12%
601,680
-20,840
95
$2.42M 0.12%
39,515
+15,842
96
$2.38M 0.12%
+80,722
97
$2.34M 0.12%
40,342
-1,307
98
$2.28M 0.11%
13,717
+258
99
$2.18M 0.11%
10,333
+5,443
100
$2.17M 0.11%
59,100
+13,790
2 3
4
5 6