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
$481M
AUM Growth
+$377M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$53.1M
2
+$44.5M
3
+$43.1M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$32.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$25M

Top Sells

1
+$381K
2
+$349K
3
+$207K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$116K
5
ATO icon
Atmos Energy
ATO
+$68K

Sector Composition

1 Energy 19.95%
2 Healthcare 5.79%
3 Consumer Discretionary 2.23%
4 Consumer Staples 2.18%
5 Technology 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,405
127
– –
-6,251
128
– –
-15,000
2 3 4 5
6