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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$747K 0.04%
3,589
-3,084
177
$719K 0.03%
50,628
-259,566
178
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25,000
179
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180
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181
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17,159
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182
$685K 0.03%
52,440
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183
$684K 0.03%
3,234
184
$652K 0.03%
11,882
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185
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8,760
186
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187
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188
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876
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189
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10,148
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190
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191
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192
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193
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8,318
194
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195
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196
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2,210
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197
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4,081
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198
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3,398
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199
$562K 0.03%
3,332
+1,466
200
$553K 0.03%
14,402
-15,370
6 7
8
9 10