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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.36M 0.13%
24,480
+1,057
77
$3.34M 0.13%
61,534
-1,029
78
$3.28M 0.13%
102,265
+45
79
$3.27M 0.13%
6,192
-29
80
$3.18M 0.13%
15,426
-116
81
$3.16M 0.13%
41,377
-60
82
$3.08M 0.12%
11,227
83
$3.02M 0.12%
50,000
-720
84
$3M 0.12%
8,223
+602
85
$2.98M 0.12%
52,225
-1,185
86
$2.96M 0.12%
34,496
+22
87
$2.91M 0.12%
19,638
-453
88
$2.87M 0.11%
37,050
-218
89
$2.79M 0.11%
59,418
-1,956
90
$2.74M 0.11%
43,344
+1,013
91
$2.69M 0.11%
8,617
-63
92
$2.69M 0.11%
14,166
93
$2.54M 0.1%
21,477
94
$2.51M 0.1%
21,665
+1,174
95
$2.5M 0.1%
6,234
-148
96
$2.4M 0.1%
12,037
-85
97
$2.38M 0.1%
8,389
-19
98
$2.38M 0.1%
21,069
-511
99
$2.35M 0.09%
117,400
-1,000
100
$2.28M 0.09%
14,100
-41
2 3
4
5 6