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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$347K 0.03%
5,495
+713
177
$343K 0.03%
+5,500
178
$324K 0.02%
4,508
179
$316K 0.02%
3,063
-1,749
180
$312K 0.02%
+1,219
181
$306K 0.02%
7,519
182
$304K 0.02%
8,951
183
$297K 0.02%
7,263
184
$293K 0.02%
6,085
-5,063
185
$287K 0.02%
615
+75
186
$285K 0.02%
3,670
-365
187
$284K 0.02%
4,973
+44
188
$275K 0.02%
+22,731
189
$274K 0.02%
5,826
-100
190
$270K 0.02%
+8,530
191
$270K 0.02%
+3,227
192
$263K 0.02%
+5,210
193
$261K 0.02%
2,289
-45
194
$255K 0.02%
7,758
195
$254K 0.02%
51,506
196
$244K 0.02%
2,637
-1,944
197
$243K 0.02%
13,454
198
$241K 0.02%
4,320
-5,678
199
$229K 0.02%
2,481
-10,541
200
$228K 0.02%
11,863
6 7
8
9 10