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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.24M 0.05%
11,817
-423
152
$1.22M 0.05%
13,566
153
$1.22M 0.05%
12,768
154
$1.2M 0.05%
2,431
155
$1.18M 0.05%
14,827
156
$1.18M 0.05%
+25,500
157
$1.18M 0.05%
16,034
-431
158
$1.16M 0.05%
5,116
+314
159
$1.16M 0.05%
9,474
+775
160
$1.15M 0.05%
2,272
+172
161
$1.14M 0.05%
8,419
162
$1.12M 0.04%
5,098
+565
163
$1.11M 0.04%
18,193
-761
164
$1.1M 0.04%
17,362
165
$1.1M 0.04%
33,218
166
$1.09M 0.04%
8,862
167
$1.08M 0.04%
24,480
168
$1.07M 0.04%
39,895
169
$1.07M 0.04%
44,738
170
$1.05M 0.04%
6,304
-20
171
$1.04M 0.04%
15,684
-104
172
$1.03M 0.04%
7,830
+5,528
173
$1.01M 0.04%
15,024
-600
174
$996K 0.04%
144,435
-3,322
175
$971K 0.04%
5,061
-115
5 6
7
8 9