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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$729K 0.04%
8,665
-18,948
177
$725K 0.04%
10,000
-3
178
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4,082
-8,139
179
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8,149
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180
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601
181
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14,320
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182
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16,170
183
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186
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187
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188
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189
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190
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194
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195
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16,200
-7,864
196
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197
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24,001
198
$513K 0.03%
12,940
199
$504K 0.03%
23,320
-28,598
200
$493K 0.02%
8,298
-2,220
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