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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$799K 0.04%
+12,913
177
$795K 0.03%
11,638
-8,400
178
$793K 0.03%
6,093
-20
179
$789K 0.03%
17,052
-1,634
180
$774K 0.03%
24,850
-34
181
$772K 0.03%
5,452
-1,239
182
$769K 0.03%
9,427
+1,109
183
$751K 0.03%
12,733
-641
184
$746K 0.03%
3,250
+16
185
$736K 0.03%
10,107
-41
186
$736K 0.03%
14,147
+217
187
$718K 0.03%
44,738
+100
188
$712K 0.03%
5,786
+23
189
$701K 0.03%
9,369
-1,575
190
$675K 0.03%
5,680
191
$671K 0.03%
2,901
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192
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1,901
-1,575
193
$658K 0.03%
25,000
194
$640K 0.03%
8,760
195
$632K 0.03%
5,544
-26
196
$626K 0.03%
10,836
+5,936
197
$619K 0.03%
9,744
+485
198
$601K 0.03%
+11,769
199
$595K 0.03%
6,351
+2,239
200
$593K 0.03%
3,771
+373
6 7
8
9 10