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
$2.08B
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$22.4M
3
+$21.7M
4
VZ icon
Verizon
VZ
+$10.5M
5
ET icon
Energy Transfer Partners
ET
+$8.65M

Top Sells

1
+$91.7M
2
+$19.6M
3
+$18M
4
ILF icon
iShares Latin America 40 ETF
ILF
+$2.84M
5
DATA
Tableau Software, Inc.
DATA
+$2.28M

Sector Composition

1 Energy 19.21%
2 Technology 8.42%
3 Utilities 6.75%
4 Communication Services 3.6%
5 Financials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$936K 0.04%
3
-1
177
$931K 0.04%
16,677
+171
178
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+11,993
179
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180
$917K 0.04%
8,955
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181
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6,653
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182
$911K 0.04%
10,474
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183
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7,538
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184
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-65
185
$867K 0.04%
89,700
186
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9,010
187
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52,860
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188
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8,892
-102
189
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14,767
-67
190
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4,139
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191
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192
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15,385
193
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194
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195
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17,010
-16,241
196
$751K 0.04%
22,972
197
$745K 0.04%
38,687
198
$740K 0.04%
29,165
-23,575
199
$736K 0.04%
7,843
-822
200
$713K 0.03%
16,170
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