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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.25M 0.06%
11,600
+52
152
$1.25M 0.06%
6,618
+1,023
153
$1.24M 0.06%
41,440
+1,352
154
$1.23M 0.06%
16,162
+4,333
155
$1.21M 0.06%
10,664
+280
156
$1.2M 0.06%
+40,100
157
$1.19M 0.06%
7,121
+1,458
158
$1.18M 0.06%
3,101
-912
159
$1.17M 0.06%
10,440
+8,490
160
$1.17M 0.06%
25,849
+19,808
161
$1.17M 0.06%
9,752
+4,771
162
$1.16M 0.06%
4,191
+595
163
$1.14M 0.05%
9,670
+85
164
$1.13M 0.05%
15,994
+8
165
$1.12M 0.05%
+25,900
166
$1.12M 0.05%
13,369
+219
167
$1.1M 0.05%
+17,373
168
$1.1M 0.05%
18,521
+13,817
169
$1.08M 0.05%
6,578
+86
170
$1.08M 0.05%
37,692
+2,213
171
$1.06M 0.05%
181,267
-72,280
172
$1.04M 0.05%
6,420
-383
173
$994K 0.05%
23,668
174
$977K 0.05%
23,915
-16,732
175
$952K 0.05%
+14,143
5 6
7
8 9