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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$505K 0.04%
+5,330
152
$504K 0.04%
8,298
-49
153
$503K 0.04%
35,730
154
$496K 0.04%
11,438
-5,554
155
$482K 0.04%
28,775
+34
156
$482K 0.04%
5,125
+10
157
$476K 0.04%
18,232
158
$458K 0.03%
4,023
+2
159
$456K 0.03%
4,794
-277
160
$407K 0.03%
51,850
161
$406K 0.03%
2,822
-140
162
$406K 0.03%
4,068
-5,336
163
$399K 0.03%
3,120
-36
164
$397K 0.03%
7,996
+18
165
$395K 0.03%
4,050
166
$394K 0.03%
17,406
-3,152
167
$392K 0.03%
+14,300
168
$391K 0.03%
1,736
-27
169
$389K 0.03%
13,923
-99,060
170
$370K 0.03%
+19,934
171
$369K 0.03%
3,185
-36,255
172
$363K 0.03%
668
-37
173
$361K 0.03%
5,936
174
$361K 0.03%
14,265
175
$359K 0.03%
6,890
5 6
7
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