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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.75M 0.13%
24,640
+5,952
102
$2.75M 0.13%
53,174
103
$2.74M 0.13%
44,899
+5,384
104
$2.71M 0.13%
59,795
+36,550
105
$2.69M 0.13%
22,704
+8,328
106
$2.67M 0.13%
23,450
+162
107
$2.67M 0.13%
41,724
+1,382
108
$2.6M 0.13%
30,272
+11,739
109
$2.46M 0.12%
72,959
-5,831
110
$2.4M 0.12%
8,857
+7,006
111
$2.4M 0.12%
53,089
+34,227
112
$2.38M 0.11%
31,873
+6,540
113
$2.33M 0.11%
83,337
+2,615
114
$2.33M 0.11%
123,588
-13,960
115
$2.28M 0.11%
28,233
+1,644
116
$2.23M 0.11%
13,746
+10,479
117
$2.19M 0.11%
11,331
+137
118
$2.15M 0.1%
34,947
+3,094
119
$2.14M 0.1%
13,925
+5,014
120
$2.1M 0.1%
12,506
+1,535
121
$2.09M 0.1%
9,606
+7,732
122
$2M 0.1%
18,251
+14,490
123
$2M 0.1%
18,426
124
$1.93M 0.09%
8,282
+709
125
$1.87M 0.09%
5,287
3 4
5
6 7