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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.65M 0.08%
5,611
-3,995
127
$1.64M 0.08%
13,636
-9,068
128
$1.63M 0.08%
19,120
-36
129
$1.6M 0.08%
17,053
130
$1.58M 0.08%
26,537
-3,566
131
$1.56M 0.07%
24,737
-10,210
132
$1.54M 0.07%
16,286
-13,986
133
$1.51M 0.07%
7,024
-57
134
$1.42M 0.07%
18,682
+14,636
135
$1.41M 0.07%
50,655
-2,205
136
$1.41M 0.07%
6,460
-1,822
137
$1.39M 0.07%
+38,571
138
$1.38M 0.07%
11,073
+1,321
139
$1.38M 0.07%
15,992
-2,775
140
$1.35M 0.06%
11,656
+56
141
$1.34M 0.06%
89,297
142
$1.32M 0.06%
53,056
-199,924
143
$1.32M 0.06%
6,518
-60
144
$1.32M 0.06%
20,042
+1,521
145
$1.29M 0.06%
6,542
+219
146
$1.28M 0.06%
7,089
-6,657
147
$1.27M 0.06%
6,474
-2,667
148
$1.22M 0.06%
+13,896
149
$1.21M 0.06%
7,647
+2,409
150
$1.17M 0.06%
15,366
-628
4 5
6
7 8