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
$1.38B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.2M
3
+$17.2M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$7.91M

Top Sells

1
+$25.9M
2
+$14.1M
3
+$11.4M
4
TRP icon
TC Energy
TRP
+$7.34M
5
BPL
Buckeye Partners, L.P.
BPL
+$5.47M

Sector Composition

1 Energy 21.77%
2 Healthcare 13.1%
3 Consumer Staples 6.18%
4 Financials 5.96%
5 Technology 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.93M 0.14%
12,599
+572
127
$1.92M 0.14%
23,249
-1,443
128
$1.92M 0.14%
34,766
+5,717
129
$1.9M 0.14%
350
-831
130
$1.86M 0.14%
24,820
-4,390
131
$1.81M 0.13%
34,481
+15,106
132
$1.8M 0.13%
14,847
+291
133
$1.8M 0.13%
25,904
-3,848
134
$1.79M 0.13%
9,636
+2,112
135
$1.78M 0.13%
21,334
-3,328
136
$1.69M 0.12%
8,544
+2,474
137
$1.66M 0.12%
12,990
+2,915
138
$1.63M 0.12%
31,218
+1,935
139
$1.63M 0.12%
11,091
+1,852
140
$1.63M 0.12%
16,115
+9,801
141
$1.6M 0.12%
12,037
+7,447
142
$1.59M 0.12%
21,881
+1,302
143
$1.57M 0.11%
25,066
+9,830
144
$1.56M 0.11%
11,072
145
$1.55M 0.11%
258,923
146
$1.55M 0.11%
9,995
+150
147
$1.54M 0.11%
10,090
-121
148
$1.51M 0.11%
42,506
+8,175
149
$1.5M 0.11%
52,130
-50,010
150
$1.48M 0.11%
8,504
-869
4 5
6
7 8