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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2M 0.09%
15,916
+2,922
102
$1.99M 0.09%
26,787
-2,331
103
$1.99M 0.09%
26,833
+741
104
$1.96M 0.09%
+68,483
105
$1.96M 0.09%
55,556
106
$1.9M 0.08%
29,523
107
$1.89M 0.08%
14,141
+179
108
$1.84M 0.08%
14,166
109
$1.84M 0.08%
16,473
-205
110
$1.82M 0.08%
36,757
111
$1.82M 0.08%
30,237
+11,518
112
$1.79M 0.08%
12,647
+734
113
$1.72M 0.08%
6,485
-73
114
$1.71M 0.07%
+47,248
115
$1.71M 0.07%
7,631
+536
116
$1.71M 0.07%
36,538
+3
117
$1.63M 0.07%
25,505
118
$1.63M 0.07%
27,251
119
$1.6M 0.07%
7,277
-1,114
120
$1.6M 0.07%
96,875
-96,875
121
$1.58M 0.07%
118,400
+65,960
122
$1.57M 0.07%
50,513
123
$1.55M 0.07%
11,463
-35
124
$1.55M 0.07%
42,807
+954
125
$1.53M 0.07%
11,791
3 4
5
6 7