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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$802K 0.06%
10,120
-2,538
127
$801K 0.06%
12,613
-1,146
128
$785K 0.06%
5,470
+2,563
129
$784K 0.06%
+15,970
130
$761K 0.06%
9,524
+4,844
131
$719K 0.05%
17,896
-70,931
132
$705K 0.05%
13,405
-6,659
133
$704K 0.05%
10,960
+2
134
$701K 0.05%
+14,828
135
$696K 0.05%
7,378
-2,578
136
$684K 0.05%
15,385
137
$660K 0.05%
6,155
+20
138
$657K 0.05%
+3,743
139
$641K 0.05%
21,635
140
$641K 0.05%
3,234
-12
141
$630K 0.05%
6,523
-2,409
142
$627K 0.05%
6,164
-1,568
143
$620K 0.05%
6,160
-58
144
$619K 0.05%
6,832
-8,886
145
$603K 0.05%
8,622
-16,134
146
$595K 0.04%
15,888
-85
147
$568K 0.04%
5,233
-5
148
$561K 0.04%
4,390
-38
149
$541K 0.04%
3,109
-40
150
$509K 0.04%
237
-3
4 5
6
7 8