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
$1.54B
AUM Growth
-$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.6M
3
+$35.8M
4
PLD icon
Prologis
PLD
+$24.5M
5
IAU icon
iShares Gold Trust
IAU
+$18.8M

Top Sells

1
+$150M
2
+$33M
3
+$23M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$21.3M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$17M

Sector Composition

1 Energy 12.37%
2 Technology 10.74%
3 Utilities 4.66%
4 Communication Services 3.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.13M 0.14%
40,057
+31,575
102
$2M 0.13%
20,148
+9,994
103
$1.96M 0.13%
57,456
+34,522
104
$1.83M 0.12%
23,984
-1,405
105
$1.8M 0.12%
+22,031
106
$1.8M 0.12%
36,757
107
$1.7M 0.11%
12,316
-638
108
$1.68M 0.11%
+213,750
109
$1.68M 0.11%
47,081
+19,830
110
$1.67M 0.11%
17,291
-920
111
$1.64M 0.11%
13,743
-22,632
112
$1.64M 0.11%
18,708
+8,234
113
$1.62M 0.11%
21,451
+16
114
$1.61M 0.1%
37,197
+10,660
115
$1.59M 0.1%
39,386
+4,122
116
$1.59M 0.1%
20,169
-402
117
$1.59M 0.1%
41,215
-197,030
118
$1.59M 0.1%
31,859
-5,934
119
$1.58M 0.1%
18,381
+481
120
$1.58M 0.1%
45,105
-5,550
121
$1.56M 0.1%
21,163
+18,903
122
$1.55M 0.1%
14,098
+65
123
$1.54M 0.1%
8,091
-718
124
$1.54M 0.1%
58,609
-196,894
125
$1.49M 0.1%
5,217
-2,358
3 4
5
6 7