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
$1.38B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
469
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$18.2M
3
+$17.2M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$12.1M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$7.91M

Top Sells

1
+$25.9M
2
+$14.1M
3
+$11.4M
4
TRP icon
TC Energy
TRP
+$7.34M
5
BPL
Buckeye Partners, L.P.
BPL
+$5.47M

Sector Composition

1 Energy 21.77%
2 Healthcare 13.1%
3 Consumer Staples 6.18%
4 Financials 5.96%
5 Technology 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.24M 0.09%
25,288
+5,819
177
$1.22M 0.09%
26,358
-3,621
178
$1.19M 0.09%
16,106
+340
179
$1.19M 0.09%
25,764
+720
180
$1.19M 0.09%
34,092
-1,494
181
$1.19M 0.09%
28,220
-10
182
$1.17M 0.09%
14,986
+2,972
183
$1.16M 0.08%
28,901
-4,074
184
$1.15M 0.08%
6,128
+2,277
185
$1.15M 0.08%
57,063
+3,563
186
$1.15M 0.08%
59,920
-17,900
187
$1.15M 0.08%
15,948
+77
188
$1.15M 0.08%
12,416
+306
189
$1.14M 0.08%
25,120
-42,080
190
$1.14M 0.08%
11,220
-7,124
191
$1.12M 0.08%
23,179
-3,697
192
$1.12M 0.08%
+9,529
193
$1.11M 0.08%
32,032
-1,039
194
$1.11M 0.08%
10,147
+6,564
195
$1.11M 0.08%
+27,889
196
$1.1M 0.08%
13,504
-7,601
197
$1.1M 0.08%
25,442
-7,500
198
$1.1M 0.08%
28,432
+2,194
199
$1.08M 0.08%
8,524
+2,062
200
$1.08M 0.08%
15,970
+1,713
6 7
8
9 10