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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.06M 0.09%
+17,333
177
$1.06M 0.09%
15,871
+571
178
$1.05M 0.09%
17,961
+2,142
179
$1.05M 0.09%
35,224
-69
180
$1.03M 0.09%
2,690
+477
181
$1.02M 0.09%
16,175
+4,131
182
$1.02M 0.09%
53,500
+4,072
183
$1.02M 0.09%
7,947
+4,527
184
$1.01M 0.09%
12,110
+384
185
$968K 0.08%
26,238
+14,850
186
$958K 0.08%
+11,546
187
$956K 0.08%
+12,014
188
$951K 0.08%
15,236
+11,229
189
$937K 0.08%
+15,453
190
$931K 0.08%
9,681
-437
191
$923K 0.08%
18,254
+7,914
192
$917K 0.08%
19,469
+9,644
193
$883K 0.07%
6,788
+3,678
194
$872K 0.07%
28,354
-1,517
195
$870K 0.07%
5,704
+2,609
196
$863K 0.07%
+48,570
197
$858K 0.07%
14,257
-1,176
198
$853K 0.07%
10,587
+3,656
199
$851K 0.07%
34,331
+10,100
200
$833K 0.07%
9,609
+3,340
6 7
8
9 10