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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.13M 0.2%
77,627
77
$4.03M 0.19%
19,651
-6,026
78
$3.92M 0.19%
41,521
-2,764
79
$3.82M 0.18%
45,623
+2,091
80
$3.82M 0.18%
20,355
-3,953
81
$3.64M 0.17%
618,640
-17,240
82
$3.55M 0.17%
4,000,000
83
$3.29M 0.16%
61,191
+2,808
84
$3.28M 0.16%
275,075
-157,968
85
$3.22M 0.15%
19,775
-1,056
86
$2.98M 0.14%
72,834
-125
87
$2.92M 0.14%
21,275
+696
88
$2.8M 0.13%
30,354
-2,150
89
$2.79M 0.13%
257,422
-15,830
90
$2.78M 0.13%
21,435
-16
91
$2.72M 0.13%
31,093
+2,860
92
$2.67M 0.13%
32,892
+1,019
93
$2.66M 0.13%
55,056
-39,924
94
$2.66M 0.13%
16,022
+2,097
95
$2.65M 0.13%
18,211
-16,001
96
$2.65M 0.13%
23,288
-162
97
$2.64M 0.13%
10,941
-390
98
$2.63M 0.13%
14,472
-3,954
99
$2.51M 0.12%
55,915
-3,880
100
$2.47M 0.12%
37,793
-7,106
2 3
4
5 6