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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.06%
25,500
127
$1.17M 0.06%
2,431
128
$1.1M 0.06%
16,171
-2,022
129
$1.09M 0.06%
3,729
-4,888
130
$1.07M 0.06%
4,461
-3,029
131
$1.06M 0.06%
25,149
-11,357
132
$1.06M 0.06%
14,632
-195
133
$1.03M 0.05%
24,844
-6
134
$1.02M 0.05%
13,566
135
$1.02M 0.05%
55,913
136
$1M 0.05%
7,830
137
$999K 0.05%
15,660
-24
138
$996K 0.05%
24,480
139
$986K 0.05%
22,880
-20,534
140
$986K 0.05%
31,145
-71,120
141
$975K 0.05%
4,984
-77
142
$971K 0.05%
39,895
143
$961K 0.05%
7,643
-776
144
$950K 0.05%
15,385
145
$913K 0.05%
24,101
+14,581
146
$884K 0.05%
9,225
-5,956
147
$875K 0.05%
8,623
-3,194
148
$872K 0.05%
131,080
-13,355
149
$870K 0.05%
12,918
-2,106
150
$866K 0.05%
12,913
4 5
6
7 8