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
$2B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$92.1M
2
+$12M
3
+$11.6M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.52M

Top Sells

1
+$12.6M
2
+$9.86M
3
+$9.48M
4
MSFT icon
Microsoft
MSFT
+$8.49M
5
AAPL icon
Apple
AAPL
+$8.45M

Sector Composition

1 Energy 18.26%
2 Technology 8.56%
3 Utilities 6.17%
4 Communication Services 2.88%
5 Healthcare 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$488K 0.02%
1,851
-14,097
202
$486K 0.02%
2,454
-9,508
203
$471K 0.02%
9,500
204
$462K 0.02%
8,760
-21,121
205
$458K 0.02%
16,304
-285
206
$458K 0.02%
1,874
-13,957
207
$454K 0.02%
8,628
-1,057
208
$444K 0.02%
10,801
-1,732
209
$441K 0.02%
+6,075
210
$438K 0.02%
12,385
211
$435K 0.02%
5,037
-128
212
$431K 0.02%
5,342
-290
213
$430K 0.02%
8,876
214
$412K 0.02%
3,607
-30,184
215
$411K 0.02%
4,657
-2,388
216
$405K 0.02%
6,205
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217
$399K 0.02%
3,517
-8,987
218
$396K 0.02%
3,129
-18,089
219
$393K 0.02%
7,204
-839
220
$388K 0.02%
8,555
-11,921
221
$384K 0.02%
1,441
222
$383K 0.02%
6,890
-3,817
223
$379K 0.02%
4,058
-11,025
224
$379K 0.02%
3,761
+332
225
$378K 0.02%
6,910
-9,640
7 8
9
10 11