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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.84M 0.09%
10,863
+7,113
127
$1.82M 0.09%
27,251
128
$1.8M 0.09%
+36,757
129
$1.8M 0.09%
+23,591
130
$1.75M 0.08%
8,385
-370
131
$1.7M 0.08%
63,440
+4,340
132
$1.69M 0.08%
30,103
133
$1.67M 0.08%
49,024
-2,427
134
$1.65M 0.08%
+9,141
135
$1.64M 0.08%
138,798
-133,416
136
$1.62M 0.08%
13,035
-804
137
$1.57M 0.08%
31,955
-4,985
138
$1.53M 0.07%
19,156
+36
139
$1.51M 0.07%
+17,053
140
$1.5M 0.07%
109,397
+6,385
141
$1.48M 0.07%
6,663
-631
142
$1.45M 0.07%
18,767
-884
143
$1.42M 0.07%
12,220
-1,335
144
$1.36M 0.07%
7,081
-35
145
$1.35M 0.07%
6,323
-1,183
146
$1.34M 0.06%
14,926
+9,889
147
$1.31M 0.06%
12,022
+17
148
$1.27M 0.06%
89,297
149
$1.26M 0.06%
33,285
+22,484
150
$1.26M 0.06%
11,212
+392
4 5
6
7 8