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
$1.54B
AUM Growth
-$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.6M
3
+$35.8M
4
PLD icon
Prologis
PLD
+$24.5M
5
IAU icon
iShares Gold Trust
IAU
+$18.8M

Top Sells

1
+$150M
2
+$33M
3
+$23M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$21.3M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$17M

Sector Composition

1 Energy 12.37%
2 Technology 10.74%
3 Utilities 4.66%
4 Communication Services 3.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.39M 0.22%
82,248
+27,192
77
$3.23M 0.21%
+301,335
78
$3.05M 0.2%
+84,897
79
$3.03M 0.2%
88,651
+32,736
80
$3.01M 0.19%
16,453
+8,631
81
$2.97M 0.19%
20,659
+884
82
$2.9M 0.19%
59,942
-29,664
83
$2.84M 0.18%
+33,303
84
$2.81M 0.18%
16,875
-2,776
85
$2.81M 0.18%
17,908
+3,436
86
$2.68M 0.17%
34,277
-21,204
87
$2.63M 0.17%
23,288
88
$2.62M 0.17%
45,489
+30,374
89
$2.56M 0.17%
42,168
-57,316
90
$2.54M 0.16%
31,470
+12,785
91
$2.54M 0.16%
11,982
+2,560
92
$2.35M 0.15%
62,490
+670
93
$2.32M 0.15%
31,370
+277
94
$2.29M 0.15%
40,833
-4,790
95
$2.28M 0.15%
25,640
+6,599
96
$2.27M 0.15%
9,394
+1,950
97
$2.24M 0.14%
58,833
-1,011
98
$2.16M 0.14%
18,001
-3,274
99
$2.14M 0.14%
26,802
-14,719
100
$2.14M 0.14%
10,573
-368
2 3
4
5 6