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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.52M 0.08%
103,012
127
$1.52M 0.08%
18,533
-15,807
128
$1.52M 0.08%
13,839
-23,785
129
$1.5M 0.08%
7,294
-5,966
130
$1.49M 0.07%
12,005
-6
131
$1.46M 0.07%
4,013
+272
132
$1.43M 0.07%
7,116
+567
133
$1.4M 0.07%
8,911
134
$1.38M 0.07%
33,251
-10,253
135
$1.35M 0.07%
52,740
-13,140
136
$1.34M 0.07%
50,365
-499
137
$1.31M 0.07%
4,942
-14,570
138
$1.27M 0.06%
4
139
$1.25M 0.06%
11,548
+51
140
$1.18M 0.06%
9,585
-9,227
141
$1.16M 0.06%
23,245
-4,050
142
$1.16M 0.06%
89,297
143
$1.16M 0.06%
40,088
-17
144
$1.14M 0.06%
15,986
-426
145
$1.13M 0.06%
6,803
-10,391
146
$1.1M 0.06%
13,150
-15,144
147
$1.1M 0.05%
10,384
-2,901
148
$1.09M 0.05%
10,820
149
$1.06M 0.05%
6,492
-80
150
$1.06M 0.05%
3,596
-9,411
4 5
6
7 8