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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$599K 0.03%
3,904
-104
177
$598K 0.03%
13,448
178
$588K 0.03%
8,298
179
$584K 0.03%
3,042
-303
180
$577K 0.03%
9,310
181
$573K 0.03%
15,985
-2,059
182
$558K 0.03%
+31,230
183
$556K 0.03%
4,904
-2,262
184
$543K 0.03%
6,160
-87
185
$539K 0.03%
20,458
-5,134
186
$532K 0.03%
2,659
-422
187
$526K 0.03%
+33,514
188
$526K 0.03%
+50,000
189
$506K 0.03%
7,196
-2,997
190
$506K 0.03%
10,550
-574
191
$505K 0.03%
7,263
192
$505K 0.03%
30,200
-142
193
$494K 0.03%
4,390
-926
194
$487K 0.03%
671
-25
195
$474K 0.03%
4,680
196
$470K 0.03%
7,188
-4,900
197
$467K 0.02%
6,572
198
$462K 0.02%
6,890
199
$452K 0.02%
1,673
-3,973
200
$451K 0.02%
1,732
-4,315
6 7
8
9 10