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
$1.96B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$68.2M
2
+$62.6M
3
+$26.4M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$22.6M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$22.5M

Top Sells

1
+$16.9M
2
+$16.1M
3
+$14.8M
4
ETP
Energy Transfer Partners, L.P.
ETP
+$13.1M
5
MDXG icon
MiMedx Group
MDXG
+$8.98M

Sector Composition

1 Energy 16.04%
2 Technology 8.62%
3 Utilities 5.75%
4 Healthcare 5.27%
5 Financials 3.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.27M 0.06%
+21,196
177
$1.26M 0.06%
27,405
-8,287
178
$1.25M 0.06%
3,866
+129
179
$1.24M 0.06%
+21,010
180
$1.23M 0.06%
13,308
+1,824
181
$1.23M 0.06%
29,183
+21,009
182
$1.23M 0.06%
35,981
+15,949
183
$1.23M 0.06%
16,594
+13,404
184
$1.22M 0.06%
4
185
$1.2M 0.06%
10,371
+7,808
186
$1.19M 0.06%
12,005
+9,995
187
$1.19M 0.06%
+7,483
188
$1.16M 0.06%
+13,796
189
$1.16M 0.06%
+11,899
190
$1.15M 0.06%
22,164
+3,350
191
$1.14M 0.06%
6,795
+2
192
$1.13M 0.06%
8,695
+4,613
193
$1.13M 0.06%
+19,231
194
$1.13M 0.06%
8,422
-244
195
$1.11M 0.06%
8,411
-340
196
$1.11M 0.06%
+26,360
197
$1.1M 0.06%
74,540
+5,718
198
$1.07M 0.06%
+1,900
199
$1.07M 0.05%
17,166
+4,017
200
$1.06M 0.05%
23,729
+19,929
6 7
8
9 10