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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.13%
15,390
-60,041
77
$2.27M 0.12%
8,380
-9
78
$2.24M 0.12%
20,523
-18,799
79
$2.19M 0.12%
6,285
-1,938
80
$2.15M 0.11%
5,337
-8,398
81
$2.1M 0.11%
26,833
82
$2M 0.11%
50,000
83
$1.99M 0.11%
3,448
-45,022
84
$1.91M 0.1%
12,735
+33
85
$1.89M 0.1%
91,360
-26,040
86
$1.87M 0.1%
6,356
-84
87
$1.86M 0.1%
9,239
-2,798
88
$1.86M 0.1%
91,008
-8,154
89
$1.82M 0.1%
15,880
-405
90
$1.81M 0.1%
12,048
-7,590
91
$1.8M 0.1%
29,622
-470
92
$1.77M 0.09%
48,275
+731
93
$1.75M 0.09%
12,923
-11,557
94
$1.72M 0.09%
25,231
-11,819
95
$1.7M 0.09%
29,366
-4
96
$1.66M 0.09%
9,824
-1,348
97
$1.63M 0.09%
160,388
98
$1.62M 0.09%
15,010
-6,059
99
$1.6M 0.09%
+13,454
100
$1.58M 0.08%
18,693
+2,777
2 3
4
5 6