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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$848K 0.05%
38,687
152
$821K 0.04%
4,186
-3,154
153
$812K 0.04%
17,429
154
$802K 0.04%
11,638
155
$792K 0.04%
9,198
-6,595
156
$791K 0.04%
24,032
+1,532
157
$790K 0.04%
5,335
-14
158
$782K 0.04%
6,191
-215
159
$754K 0.04%
3,234
-1
160
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15,850
-1,202
161
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4,955
-1,349
162
$705K 0.04%
2,941
-2,492
163
$704K 0.04%
+6,052
164
$697K 0.04%
13,170
-3,991
165
$685K 0.04%
20,000
166
$677K 0.04%
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167
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3,094
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168
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5,763
169
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9,156
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170
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6,093
171
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12,144
172
$615K 0.03%
4,226
-395
173
$611K 0.03%
4,331
-7,473
174
$609K 0.03%
27,537
+117
175
$605K 0.03%
5,342
5 6
7
8 9