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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.73M 0.13%
27,380
-88
77
$1.71M 0.13%
11,923
78
$1.65M 0.12%
5,040
+220
79
$1.64M 0.12%
10,173
+1,258
80
$1.63M 0.12%
12,172
-641
81
$1.63M 0.12%
211,856
82
$1.63M 0.12%
10,646
-2,654
83
$1.6M 0.12%
3,118
-364
84
$1.58M 0.12%
38,119
+11,890
85
$1.57M 0.12%
160,388
86
$1.57M 0.12%
11,880
-1,057
87
$1.52M 0.11%
15,002
+23
88
$1.49M 0.11%
15,880
-99
89
$1.49M 0.11%
26,805
-2,622
90
$1.48M 0.11%
12,392
+8,413
91
$1.42M 0.11%
45,403
-464
92
$1.39M 0.1%
38,571
93
$1.38M 0.1%
32,692
-2,010
94
$1.32M 0.1%
86,950
-17,350
95
$1.29M 0.1%
3,535
-14
96
$1.28M 0.1%
6,416
+47
97
$1.25M 0.09%
21,343
-101
98
$1.25M 0.09%
+50,000
99
$1.23M 0.09%
82,596
+15,840
100
$1.22M 0.09%
+10,173
2 3
4
5 6