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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.18M 0.09%
9,462
-1,009
102
$1.18M 0.09%
15,660
-134
103
$1.18M 0.09%
2,831
+400
104
$1.16M 0.09%
4,695
-93
105
$1.15M 0.09%
10,552
-64
106
$1.14M 0.09%
+8,580
107
$1.11M 0.08%
6,272
-1,788
108
$1.11M 0.08%
10,000
109
$1.09M 0.08%
24,380
110
$1.06M 0.08%
39,185
111
$1.04M 0.08%
+5,372
112
$1.04M 0.08%
5,899
-756
113
$1.03M 0.08%
26,381
-21,527
114
$1.01M 0.08%
18,721
-1,348
115
$994K 0.07%
39,895
116
$986K 0.07%
13,962
117
$966K 0.07%
12,468
-178
118
$906K 0.07%
5,190
-455
119
$898K 0.07%
4,207
-83
120
$896K 0.07%
10,937
-5,733
121
$896K 0.07%
55,913
122
$874K 0.07%
11,459
-20,930
123
$856K 0.06%
5,188
-167
124
$842K 0.06%
4,837
+52
125
$816K 0.06%
11,303
-335
3 4
5
6 7