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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.02M 0.05%
123,193
-34,949
152
$1.01M 0.05%
11,985
-1,104
153
$997K 0.05%
17,362
+2,092
154
$975K 0.05%
4,577
+173
155
$972K 0.05%
6,655
+576
156
$969K 0.05%
11,768
157
$945K 0.05%
3,462
-204
158
$942K 0.05%
35,684
-102,459
159
$935K 0.05%
7,508
+1,484
160
$918K 0.04%
42,772
+54
161
$915K 0.04%
38,687
162
$906K 0.04%
147,757
-28,916
163
$840K 0.04%
700
+450
164
$823K 0.04%
34,510
-257,294
165
$809K 0.04%
6,691
-1,735
166
$809K 0.04%
24,884
+983
167
$793K 0.04%
4,983
-4
168
$792K 0.04%
18,686
-2,865
169
$790K 0.04%
10,944
+1,083
170
$789K 0.04%
13,374
-2,721
171
$775K 0.04%
56,716
-35,311
172
$770K 0.04%
38,429
-113,357
173
$765K 0.04%
+6,113
174
$762K 0.04%
3,258
-51
175
$756K 0.04%
44,638
-44,659
5 6
7
8 9