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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$829K 0.04%
6,580
-5,640
177
$814K 0.04%
+6,289
178
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17,201
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179
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4,785
-154
180
$797K 0.04%
29,165
181
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6,027
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182
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13,530
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183
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184
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4,158
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185
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4,800
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186
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187
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16,170
188
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189
$697K 0.03%
2,138
-8,209
190
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191
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192
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193
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106,272
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194
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12,356
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195
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196
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197
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11,575
-3,657
198
$584K 0.03%
23,901
199
$583K 0.03%
8,482
+1,087
200
$582K 0.03%
17,354
+2,450
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