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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.53M 0.21%
31,930
+2,400
102
$2.45M 0.21%
20,394
+4,088
103
$2.4M 0.2%
46,649
+1,014
104
$2.31M 0.19%
21,976
+2,060
105
$2.29M 0.19%
+72,906
106
$2.28M 0.19%
28,132
+1,619
107
$2.27M 0.19%
28,985
+15,456
108
$2.2M 0.18%
13,410
+2,774
109
$2.2M 0.18%
20,468
+17,617
110
$2.14M 0.18%
35,656
-5,674
111
$2.12M 0.18%
18,344
-968
112
$2.08M 0.17%
17,226
+3,084
113
$2.04M 0.17%
1,181
+93
114
$2.02M 0.17%
+24,662
115
$2.02M 0.17%
+29,210
116
$2M 0.17%
+29,752
117
$1.97M 0.17%
32,517
+16,122
118
$1.96M 0.16%
8,543
+2,083
119
$1.93M 0.16%
140,040
+47,650
120
$1.91M 0.16%
12,872
+6,656
121
$1.89M 0.16%
31,747
+2,108
122
$1.79M 0.15%
21,105
-1,354
123
$1.77M 0.15%
12,027
+3,929
124
$1.72M 0.14%
31,030
-2,270
125
$1.69M 0.14%
24,692
+5,033
3 4
5
6 7