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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.55M 0.08%
+97,134
102
$1.55M 0.08%
14,979
-362
103
$1.55M 0.08%
214,896
104
$1.52M 0.08%
26,437
-16,907
105
$1.51M 0.08%
6,389
-15,254
106
$1.48M 0.08%
29,570
-31,964
107
$1.47M 0.08%
3,703
-16,098
108
$1.42M 0.08%
12,701
-29,790
109
$1.38M 0.07%
34,702
110
$1.38M 0.07%
68,019
+34,801
111
$1.35M 0.07%
25,298
-12,879
112
$1.34M 0.07%
38,571
113
$1.32M 0.07%
28,033
-5,601
114
$1.31M 0.07%
3,353
-2,881
115
$1.28M 0.07%
73,812
+144
116
$1.27M 0.07%
30,654
-1,062
117
$1.26M 0.07%
7,811
-39,626
118
$1.25M 0.07%
6,137
-851
119
$1.24M 0.07%
15,727
-307
120
$1.23M 0.07%
+5,384
121
$1.23M 0.07%
10,377
-11,288
122
$1.22M 0.07%
50,513
123
$1.21M 0.06%
46,653
-17
124
$1.19M 0.06%
20,022
125
$1.18M 0.06%
44,738
3 4
5
6 7