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
$1.57B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
314
New
Increased
Reduced
Closed

Top Buys

1
+$26M
2
+$22.4M
3
+$15.8M
4
DD icon
DuPont de Nemours
DD
+$12.6M
5
PAA icon
Plains All American Pipeline
PAA
+$10.2M

Top Sells

1
+$111M
2
+$14.5M
3
+$9.48M
4
NGG icon
National Grid
NGG
+$5.42M
5
HEP
Holly Energy Partners, L.P.
HEP
+$5M

Sector Composition

1 Energy 19.73%
2 Technology 8.41%
3 Utilities 6.81%
4 Healthcare 6.22%
5 Communication Services 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.54M 0.1%
36,390
-12,750
127
$1.5M 0.1%
9,099
+1,118
128
$1.48M 0.09%
7,090
+899
129
$1.44M 0.09%
+22,783
130
$1.44M 0.09%
9,129
+510
131
$1.41M 0.09%
10,297
-35
132
$1.4M 0.09%
+14,362
133
$1.39M 0.09%
11,202
+16
134
$1.38M 0.09%
7,047
+3,783
135
$1.36M 0.09%
7,061
+2,191
136
$1.33M 0.09%
54,978
+26,920
137
$1.33M 0.09%
10,070
-1,173
138
$1.3M 0.08%
3,881
+518
139
$1.3M 0.08%
8,699
+475
140
$1.3M 0.08%
5,717
+135
141
$1.28M 0.08%
61,872
-5,167
142
$1.28M 0.08%
+8,196
143
$1.28M 0.08%
12,308
-25
144
$1.2M 0.08%
17,236
+949
145
$1.18M 0.08%
5,763
+1,996
146
$1.16M 0.07%
11,332
+48
147
$1.15M 0.07%
1,914
148
$1.15M 0.07%
6,204
-136
149
$1.15M 0.07%
22,925
-108,193
150
$1.14M 0.07%
19,855
+1,561
4 5
6
7 8