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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.14M 0.05%
17,362
152
$1.13M 0.05%
8,699
+6,630
153
$1.12M 0.05%
12,768
+1,000
154
$1.12M 0.05%
47,222
+8,793
155
$1.11M 0.05%
4,876
-158
156
$1.09M 0.05%
4,802
+55
157
$1.08M 0.05%
42,798
+26
158
$1.07M 0.05%
55,913
+5,285
159
$1.05M 0.05%
+15,788
160
$1.02M 0.04%
6,324
-331
161
$1.02M 0.04%
+24,480
162
$1M 0.04%
18,954
+1,795
163
$985K 0.04%
147,757
164
$984K 0.04%
4,533
-44
165
$961K 0.04%
2,100
-93
166
$959K 0.04%
18,035
+6,153
167
$958K 0.04%
15,385
168
$958K 0.04%
39,895
+5,385
169
$949K 0.04%
38,687
170
$940K 0.04%
15,624
-4,110
171
$892K 0.04%
3,672
+414
172
$879K 0.04%
+13,566
173
$862K 0.04%
3,565
-24
174
$857K 0.04%
5,176
+193
175
$804K 0.04%
5,427
+66
5 6
7
8 9