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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.14M 0.11%
45,301
+9,677
127
$2.08M 0.11%
41,921
+2,159
128
$2.08M 0.11%
21,219
+1,006
129
$2.07M 0.11%
620,000
-118,760
130
$2.06M 0.11%
30,750
+6,726
131
$2.05M 0.11%
36,522
+12,969
132
$2.05M 0.1%
27,557
+18,890
133
$2.04M 0.1%
+13,067
134
$2.01M 0.1%
93,284
+37,820
135
$1.94M 0.1%
+8,841
136
$1.94M 0.1%
+21,209
137
$1.92M 0.1%
19,253
-682
138
$1.9M 0.1%
14,410
+3,610
139
$1.9M 0.1%
18,887
-944
140
$1.88M 0.1%
12,212
+5,123
141
$1.87M 0.1%
9,877
+8,570
142
$1.81M 0.09%
18,951
+4,624
143
$1.79M 0.09%
28,721
+12,027
144
$1.78M 0.09%
5,860
-85
145
$1.77M 0.09%
11,950
+4,998
146
$1.75M 0.09%
12,763
+5,075
147
$1.73M 0.09%
+46,836
148
$1.71M 0.09%
25,991
+11,391
149
$1.71M 0.09%
75,105
150
$1.66M 0.08%
13,838
-471
4 5
6
7 8