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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.51M 0.07%
29,736
+15,334
127
$1.49M 0.07%
214,896
+14,964
128
$1.47M 0.06%
161,488
+38,295
129
$1.43M 0.06%
7,636
+138
130
$1.4M 0.06%
4,590
-139
131
$1.4M 0.06%
15,565
+598
132
$1.39M 0.06%
13,708
133
$1.37M 0.06%
31,716
134
$1.36M 0.06%
15,787
135
$1.3M 0.06%
35,857
-1,308
136
$1.3M 0.06%
6,831
-6,582
137
$1.3M 0.06%
+33,218
138
$1.28M 0.06%
12,240
+255
139
$1.25M 0.05%
14,827
140
$1.25M 0.05%
5,839
+2,254
141
$1.25M 0.05%
28,234
-216
142
$1.25M 0.05%
16,465
-4,716
143
$1.24M 0.05%
16,029
+230
144
$1.22M 0.05%
20,057
-1,100
145
$1.21M 0.05%
11,899
+1
146
$1.18M 0.05%
73,530
-10,350
147
$1.16M 0.05%
8,862
+5,862
148
$1.16M 0.05%
38,571
149
$1.16M 0.05%
2,431
150
$1.14M 0.05%
8,419
-4,034
4 5
6
7 8