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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.89M 0.14%
12,464
-1,881
77
$2.87M 0.14%
59,580
-1,575
78
$2.81M 0.14%
18,820
+638
79
$2.73M 0.13%
23,288
80
$2.72M 0.13%
102,180
-475
81
$2.68M 0.13%
+70,825
82
$2.65M 0.13%
37,307
-24
83
$2.65M 0.13%
8,433
+448
84
$2.64M 0.13%
7,394
+181
85
$2.52M 0.12%
61,954
-397,851
86
$2.51M 0.12%
115,277
-10,978
87
$2.49M 0.12%
8,680
88
$2.47M 0.12%
15,512
89
$2.47M 0.12%
7,027
+2,904
90
$2.43M 0.12%
44,939
-17,209
91
$2.35M 0.11%
21,976
-1,235
92
$2.35M 0.11%
42,227
+43
93
$2.31M 0.11%
13,019
+847
94
$2.3M 0.11%
13,962
95
$2.29M 0.11%
29,118
-1,939
96
$2.21M 0.11%
12,213
-3,156
97
$2.15M 0.1%
13,413
-5,014
98
$2.13M 0.1%
19,451
-486
99
$2.05M 0.1%
193,750
100
$1.97M 0.1%
11,233
+6
2 3
4
5 6