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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.33M 0.06%
31,716
-3,476
127
$1.31M 0.06%
3,476
-1,625
128
$1.3M 0.06%
14,827
+30
129
$1.27M 0.06%
83,880
+12,954
130
$1.27M 0.06%
7,498
+82
131
$1.26M 0.06%
15,787
132
$1.26M 0.06%
4,729
-1,151
133
$1.26M 0.06%
14,967
-2,848
134
$1.25M 0.06%
13,708
135
$1.22M 0.06%
21,157
+1,150
136
$1.2M 0.06%
38,571
137
$1.19M 0.06%
37,165
-75,995
138
$1.16M 0.06%
199,932
-164,943
139
$1.15M 0.06%
19,734
-3,414
140
$1.13M 0.05%
15,799
-583
141
$1.1M 0.05%
4,747
-157
142
$1.1M 0.05%
+5,034
143
$1.09M 0.05%
8,277
-100
144
$1.09M 0.05%
18,719
-218,599
145
$1.05M 0.05%
170,088
-202,073
146
$1.05M 0.05%
15,385
147
$1.03M 0.05%
11,898
-870
148
$1.02M 0.05%
2,431
149
$1.02M 0.05%
2,193
+48
150
$1.02M 0.05%
28,450
+130
4 5
6
7 8