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
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$22.5M
3
+$7.18M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.25M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.5M

Top Sells

1
+$28.4M
2
+$4.03M
3
+$3.47M
4
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.12M
5
XOM icon
Exxon Mobil
XOM
+$2.94M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$965K 0.04%
24,850
177
$960K 0.04%
6,093
178
$935K 0.04%
17,161
-874
179
$934K 0.04%
15,385
180
$900K 0.04%
38,687
181
$889K 0.04%
5,377
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182
$847K 0.03%
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183
$832K 0.03%
12,913
184
$830K 0.03%
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185
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17,052
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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12,088
+1,252
191
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192
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195
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196
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197
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3,345
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198
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25,000
199
$722K 0.03%
10,193
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200
$716K 0.03%
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