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
$1.54B
AUM Growth
-$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.6M
3
+$35.8M
4
PLD icon
Prologis
PLD
+$24.5M
5
IAU icon
iShares Gold Trust
IAU
+$18.8M

Top Sells

1
+$150M
2
+$33M
3
+$23M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$21.3M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$17M

Sector Composition

1 Energy 12.37%
2 Technology 10.74%
3 Utilities 4.66%
4 Communication Services 3.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.48M 0.1%
25,207
-14,004
127
$1.48M 0.1%
23,568
-9,324
128
$1.45M 0.09%
18,715
+11
129
$1.42M 0.09%
26,265
+20,155
130
$1.42M 0.09%
45,853
-13,061
131
$1.41M 0.09%
319,104
+44,029
132
$1.41M 0.09%
19,912
+2,859
133
$1.35M 0.09%
24,742
+5
134
$1.34M 0.09%
+16,648
135
$1.32M 0.09%
17,788
+1,796
136
$1.29M 0.08%
37,886
-41,843
137
$1.25M 0.08%
67,098
-8,033,072
138
$1.24M 0.08%
12,033
+960
139
$1.24M 0.08%
+13,318
140
$1.21M 0.08%
68,117
+29,430
141
$1.2M 0.08%
38,571
142
$1.18M 0.08%
6,309
-151
143
$1.18M 0.08%
7,106
+564
144
$1.13M 0.07%
7,160
+136
145
$1.12M 0.07%
5,132
+1,253
146
$1.07M 0.07%
13,115
+4,767
147
$1.07M 0.07%
36,765
-42,991
148
$1.06M 0.07%
14,170
-57
149
$1.05M 0.07%
19,120
150
$1.04M 0.07%
3,281
+54
4 5
6
7 8