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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.15M 0.16%
75,957
+17,822
102
$3.14M 0.16%
18,253
+10,034
103
$3.02M 0.15%
16,008
+4,998
104
$3M 0.15%
14,703
-1,032
105
$2.96M 0.15%
15,241
+3,955
106
$2.96M 0.15%
22,633
+28
107
$2.95M 0.15%
18,509
+10,773
108
$2.87M 0.15%
174,712
+488
109
$2.77M 0.14%
20,215
+9,904
110
$2.71M 0.14%
32,249
+21,087
111
$2.67M 0.14%
99,580
+2,240
112
$2.59M 0.13%
56,833
+9,729
113
$2.57M 0.13%
21,561
+126
114
$2.51M 0.13%
38,687
115
$2.5M 0.13%
49,269
-73,126
116
$2.42M 0.12%
10,700
+8,214
117
$2.35M 0.12%
17,002
+12,352
118
$2.32M 0.12%
17,561
+11,564
119
$2.23M 0.11%
20,524
+5,767
120
$2.2M 0.11%
5,601
+1,440
121
$2.2M 0.11%
34,122
+16,168
122
$2.17M 0.11%
30,011
+12,268
123
$2.17M 0.11%
31,290
+400
124
$2.15M 0.11%
13,506
-1,103
125
$2.15M 0.11%
+16,834
3 4
5
6 7