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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.46M 0.12%
39,211
-2,513
102
$2.44M 0.12%
82,581
-756
103
$2.41M 0.12%
119,578
-4,010
104
$2.37M 0.11%
+59,844
105
$2.31M 0.11%
9,422
-3,588
106
$2.28M 0.11%
19,041
-5,599
107
$2.27M 0.11%
12,756
+250
108
$2.25M 0.11%
25,389
+9,227
109
$2.23M 0.11%
7,575
-2,878
110
$2.22M 0.11%
7,444
-1,413
111
$2.22M 0.11%
12,954
+6,534
112
$2.19M 0.1%
58,914
+9,890
113
$2.14M 0.1%
17,900
-351
114
$2.02M 0.1%
18,426
115
$2M 0.1%
6,182
-162
116
$1.9M 0.09%
27,251
117
$1.9M 0.09%
35,264
+3,309
118
$1.87M 0.09%
8,809
+2,191
119
$1.8M 0.09%
36,757
120
$1.78M 0.09%
20,571
+7,202
121
$1.78M 0.09%
18,704
-4,887
122
$1.77M 0.09%
7,822
-563
123
$1.75M 0.08%
14,033
+998
124
$1.71M 0.08%
18,685
+13,918
125
$1.67M 0.08%
12,005
-17
3 4
5
6 7