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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.67M 0.14%
17,169
+14,319
127
$1.65M 0.14%
128,492
+12,864
128
$1.64M 0.14%
14,556
+3,868
129
$1.63M 0.14%
11,911
+3,593
130
$1.62M 0.14%
29,283
+1,806
131
$1.61M 0.14%
+22,864
132
$1.58M 0.13%
29,049
+7,304
133
$1.55M 0.13%
15,921
+623
134
$1.54M 0.13%
9,239
+4,933
135
$1.52M 0.13%
11,072
+746
136
$1.5M 0.13%
+258,923
137
$1.5M 0.13%
9,373
+2,647
138
$1.49M 0.12%
35,024
+14,939
139
$1.46M 0.12%
100,487
+15,508
140
$1.46M 0.12%
+42,781
141
$1.43M 0.12%
18,147
-2,677
142
$1.42M 0.12%
32,942
+4,100
143
$1.41M 0.12%
31,800
-1,340
144
$1.41M 0.12%
18,051
-103,983
145
$1.4M 0.12%
+77,820
146
$1.34M 0.11%
13,732
+4,056
147
$1.34M 0.11%
20,579
+3,002
148
$1.34M 0.11%
+29,979
149
$1.33M 0.11%
26,876
-2,724
150
$1.32M 0.11%
10,211
+4,107
4 5
6
7 8