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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.46M 0.21%
34,212
+12,693
77
$4.38M 0.21%
273,252
+17,270
78
$4.34M 0.21%
67,041
-7,878
79
$4.28M 0.21%
94,980
+4,876
80
$4.25M 0.2%
85,907
-5,935
81
$4.18M 0.2%
24,308
+12,117
82
$4.15M 0.2%
44,285
+1,332
83
$4.13M 0.2%
77,627
-12,234
84
$4.01M 0.19%
274,867
+7,790
85
$3.99M 0.19%
83,740
+2,604
86
$3.84M 0.18%
4,000,000
87
$3.75M 0.18%
8,414
+7,658
88
$3.52M 0.17%
242,291
-80,079
89
$3.39M 0.16%
43,532
-3,358
90
$3.09M 0.15%
20,831
+15,507
91
$3.09M 0.15%
32,504
+1,025
92
$3.06M 0.15%
18,426
+6,345
93
$3.01M 0.14%
10,347
+8,345
94
$3.01M 0.14%
10,453
+5,511
95
$2.94M 0.14%
21,451
+16
96
$2.94M 0.14%
35,100
+31,518
97
$2.91M 0.14%
58,383
+298
98
$2.82M 0.14%
20,579
+6,324
99
$2.81M 0.14%
13,010
+2,677
100
$2.77M 0.13%
635,880
+34,200
2 3
4
5 6