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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.31M 0.11%
36,664
+1,524
152
$1.31M 0.11%
+32,975
153
$1.27M 0.11%
10,219
+1,612
154
$1.26M 0.11%
+28,230
155
$1.25M 0.1%
22,384
+888
156
$1.24M 0.1%
7,419
+3,320
157
$1.23M 0.1%
7,524
+4,913
158
$1.23M 0.1%
+18,154
159
$1.21M 0.1%
74,139
+1,060
160
$1.21M 0.1%
10,075
+3,057
161
$1.18M 0.1%
10,246
+2,960
162
$1.17M 0.1%
9,627
+1,299
163
$1.17M 0.1%
35,586
+1,707
164
$1.17M 0.1%
43,210
-48,620
165
$1.17M 0.1%
9,845
+800
166
$1.16M 0.1%
38,451
-6,135
167
$1.16M 0.1%
15,766
+10,557
168
$1.16M 0.1%
33,071
+3,415
169
$1.13M 0.1%
10,027
+37
170
$1.13M 0.1%
25,044
+1,416
171
$1.12M 0.09%
19,375
+8,600
172
$1.12M 0.09%
25,159
+2,295
173
$1.08M 0.09%
25,328
+12,747
174
$1.07M 0.09%
6,070
+3,664
175
$1.07M 0.09%
12,938
-931
5 6
7
8 9