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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.65M 0.08%
30,028
+4,824
152
$1.62M 0.08%
+15,815
153
$1.62M 0.08%
+10,301
154
$1.61M 0.08%
34,691
+723
155
$1.61M 0.08%
+26,737
156
$1.55M 0.08%
+10,976
157
$1.5M 0.08%
+8,845
158
$1.49M 0.08%
+11,469
159
$1.49M 0.08%
43,504
+12,000
160
$1.47M 0.08%
+24,553
161
$1.47M 0.08%
+7,782
162
$1.43M 0.07%
+14,403
163
$1.41M 0.07%
10,229
+1,100
164
$1.4M 0.07%
20,525
+841
165
$1.37M 0.07%
6,103
+4,567
166
$1.36M 0.07%
+38,512
167
$1.36M 0.07%
29,522
+20,707
168
$1.34M 0.07%
71,913
-135,643
169
$1.34M 0.07%
7,549
+1,837
170
$1.34M 0.07%
+20,100
171
$1.34M 0.07%
16,051
+13,250
172
$1.33M 0.07%
14,397
+1,957
173
$1.33M 0.07%
22,315
+14,149
174
$1.31M 0.07%
15,063
-139
175
$1.31M 0.07%
89,297
+47,108
5 6
7
8 9