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
$1.19B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
444
New
Increased
Reduced
Closed

Top Buys

1
+$60.2M
2
+$34.4M
3
+$17.7M
4
MDXG icon
MiMedx Group
MDXG
+$17M
5
FEI
FIRST TRUST MLP AND ENERGY INCOME FUND
FEI
+$15.2M

Top Sells

1
+$27.4M
2
+$12.5M
3
+$9.14M
4
URTH icon
iShares MSCI World ETF
URTH
+$8.1M
5
EQM
EQM Midstream Partners, LP
EQM
+$7.64M

Sector Composition

1 Energy 26.63%
2 Healthcare 10.94%
3 Financials 5.76%
4 Technology 5.16%
5 Utilities 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$823K 0.07%
+10,252
202
$820K 0.07%
19,449
+684
203
$801K 0.07%
2,565
204
$797K 0.07%
20,302
-4,006
205
$788K 0.07%
8,266
-1,045
206
$787K 0.07%
14,550
+5,350
207
$786K 0.07%
6,462
208
$779K 0.07%
6,782
-2,900
209
$771K 0.06%
21,797
+15,709
210
$764K 0.06%
7,217
+3,386
211
$746K 0.06%
64,061
+51,563
212
$745K 0.06%
11,764
+2,665
213
$741K 0.06%
7,988
+5,794
214
$732K 0.06%
+9,425
215
$722K 0.06%
16,266
-1,368
216
$722K 0.06%
+155,838
217
$711K 0.06%
5,399
+3,358
218
$701K 0.06%
5,592
-1,944
219
$698K 0.06%
6,135
+2,748
220
$691K 0.06%
39,828
+2,960
221
$679K 0.06%
10,000
222
$676K 0.06%
+14,562
223
$671K 0.06%
24,925
+3,195
224
$662K 0.06%
+16,838
225
$662K 0.06%
11,467
+742
7 8
9
10 11