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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.14M 0.11%
26,589
-18,611
102
$2.11M 0.11%
12,191
-19,380
103
$2.11M 0.11%
51,451
-21,781
104
$2.09M 0.1%
18,688
-2,554
105
$2.07M 0.1%
27,251
-11,436
106
$2.06M 0.1%
11,194
-5,964
107
$2.01M 0.1%
18,426
-461
108
$1.98M 0.1%
12,081
+3,650
109
$1.91M 0.1%
25,333
-32,503
110
$1.9M 0.1%
36,940
+2,795
111
$1.88M 0.09%
5,287
112
$1.87M 0.09%
8,755
-5,451
113
$1.87M 0.09%
14,255
-39,992
114
$1.85M 0.09%
31,853
-2,959
115
$1.84M 0.09%
10,971
+742
116
$1.79M 0.09%
14,376
-5,044
117
$1.75M 0.09%
40,647
-19,147
118
$1.69M 0.08%
4,287
-1,546
119
$1.68M 0.08%
30,103
+6,072
120
$1.61M 0.08%
13,555
-5,289
121
$1.57M 0.08%
7,573
-8,044
122
$1.56M 0.08%
19,651
-907
123
$1.56M 0.08%
7,506
+123
124
$1.53M 0.08%
253,547
+239,885
125
$1.52M 0.08%
19,120
+4,820
3 4
5
6 7