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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.06M 0.05%
12,604
-19,285
152
$1.05M 0.05%
5,595
+2,680
153
$1.03M 0.05%
16,916
-10,856
154
$1.03M 0.05%
22,972
+5,772
155
$1M 0.05%
6,882
-11,599
156
$980K 0.05%
23,668
157
$961K 0.05%
5,663
-7,947
158
$931K 0.05%
26,725
-272,222
159
$897K 0.04%
35,479
-54,570
160
$894K 0.04%
16,506
+488
161
$893K 0.04%
9,536
-5,622
162
$878K 0.04%
89,700
163
$876K 0.04%
38,687
164
$867K 0.04%
7,838
-2,700
165
$861K 0.04%
11,829
-1,669
166
$855K 0.04%
12,195
-10,153
167
$821K 0.04%
15,385
168
$818K 0.04%
8,994
-220
169
$817K 0.04%
16,940
+97
170
$813K 0.04%
1,612
-110
171
$809K 0.04%
5,324
-14,978
172
$796K 0.04%
18,862
-24,556
173
$791K 0.04%
9,010
-2,285
174
$769K 0.04%
6,300
-9
175
$762K 0.04%
14,834
-2,309
5 6
7
8 9