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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.62M 0.06%
36,506
-32
127
$1.61M 0.06%
7,340
+63
128
$1.61M 0.06%
25,505
129
$1.61M 0.06%
15,341
+1,633
130
$1.54M 0.06%
33,634
+5,400
131
$1.53M 0.06%
50,513
132
$1.53M 0.06%
15,181
-384
133
$1.52M 0.06%
83,976
-12,899
134
$1.43M 0.06%
31,716
135
$1.43M 0.06%
15,787
136
$1.42M 0.06%
4,442
-148
137
$1.41M 0.06%
10,447
-1,016
138
$1.4M 0.06%
+59,701
139
$1.39M 0.06%
34,702
-1,155
140
$1.38M 0.06%
+12,912
141
$1.37M 0.06%
38,571
142
$1.35M 0.05%
6,988
+157
143
$1.35M 0.05%
15,793
-236
144
$1.34M 0.05%
5,646
+2,701
145
$1.32M 0.05%
5,433
+557
146
$1.28M 0.05%
73,668
+138
147
$1.26M 0.05%
55,913
148
$1.25M 0.05%
11,899
149
$1.24M 0.05%
20,022
-35
150
$1.24M 0.05%
46,670
-552
4 5
6
7 8