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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.16M 0.09%
99,162
-15,845
102
$2.13M 0.09%
26,833
103
$2.09M 0.08%
+3,306
104
$2.04M 0.08%
38,177
105
$1.97M 0.08%
25,017
-1,770
106
$1.96M 0.08%
11,172
-982
107
$1.96M 0.08%
29,277
-246
108
$1.95M 0.08%
15,916
109
$1.93M 0.08%
16,285
-188
110
$1.92M 0.08%
12,702
+55
111
$1.88M 0.08%
27,251
112
$1.84M 0.07%
6,440
-45
113
$1.82M 0.07%
160,388
-1,100
114
$1.82M 0.07%
36,757
115
$1.82M 0.07%
47,544
+296
116
$1.8M 0.07%
30,092
-145
117
$1.78M 0.07%
55,556
118
$1.76M 0.07%
6,047
+2,375
119
$1.73M 0.07%
7,490
-141
120
$1.7M 0.07%
214,896
121
$1.7M 0.07%
43,414
+607
122
$1.7M 0.07%
11,804
+13
123
$1.69M 0.07%
7,489
+1,650
124
$1.63M 0.07%
29,370
-366
125
$1.63M 0.07%
7,092
-544
3 4
5
6 7