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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.15M 0.05%
5,398
-1,723
152
$1.14M 0.05%
10,154
-510
153
$1.12M 0.05%
10,474
-738
154
$1.12M 0.05%
7,562
+909
155
$1.08M 0.05%
181,267
156
$1.08M 0.05%
+15,115
157
$1.06M 0.05%
3,227
-964
158
$1.04M 0.05%
14,227
+84
159
$1.04M 0.05%
35,282
-2,410
160
$1.04M 0.05%
15,979
-167
161
$1.03M 0.05%
22,934
-981
162
$1.03M 0.05%
2,044
-6,370
163
$1.02M 0.05%
3
164
$969K 0.05%
10,710
+1,700
165
$969K 0.05%
+4,599
166
$959K 0.05%
2,544
-2,743
167
$956K 0.05%
10,122
-4,804
168
$944K 0.05%
73,746
-65,052
169
$930K 0.04%
89,700
170
$907K 0.04%
8,145
-810
171
$896K 0.04%
3,879
-2,784
172
$888K 0.04%
15,385
173
$882K 0.04%
6,711
-1,062
174
$879K 0.04%
38,687
175
$838K 0.04%
6,525
-1,013
5 6
7
8 9