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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.1M 0.14%
102,220
+40
77
$3.08M 0.13%
23,423
-1,202
78
$3.04M 0.13%
11,227
-6
79
$3.02M 0.13%
41,437
-6,560
80
$2.92M 0.13%
34,474
-1,266
81
$2.89M 0.13%
53,410
-4,840
82
$2.88M 0.13%
37,268
-39
83
$2.84M 0.12%
20,091
+1,271
84
$2.79M 0.12%
61,374
+1,794
85
$2.78M 0.12%
17,354
86
$2.71M 0.12%
7,621
+227
87
$2.71M 0.12%
42,331
+104
88
$2.63M 0.12%
115,007
-270
89
$2.61M 0.11%
8,680
90
$2.54M 0.11%
7,950
-483
91
$2.51M 0.11%
50,720
-240
92
$2.5M 0.11%
21,503
-1,785
93
$2.46M 0.11%
20,491
+1,040
94
$2.37M 0.1%
6,382
-645
95
$2.33M 0.1%
21,580
-396
96
$2.3M 0.1%
12,122
-897
97
$2.24M 0.1%
12,154
-59
98
$2.22M 0.1%
8,408
+15
99
$2.2M 0.1%
21,477
+29
100
$2.04M 0.09%
38,177
-6,762
2 3
4
5 6