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
$2.09B
AUM Growth
+$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.8M
3
+$18.5M
4
RLMD icon
Relmada Therapeutics
RLMD
+$11M
5
IAU icon
iShares Gold Trust
IAU
+$9M

Top Sells

1
+$24.5M
2
+$9.25M
3
+$8.37M
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$8.03M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$7.16M

Sector Composition

1 Energy 15.93%
2 Technology 8.29%
3 Utilities 6.16%
4 Communication Services 3.32%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$579K 0.03%
22,735
-170,611
202
$578K 0.03%
7,800
+3,524
203
$560K 0.03%
12,540
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204
$552K 0.03%
9,500
205
$552K 0.03%
9,942
-4,825
206
$549K 0.03%
8,348
+50
207
$544K 0.03%
8,799
208
$538K 0.03%
5,436
-3,456
209
$533K 0.03%
11,699
-144
210
$520K 0.02%
23,320
-59
211
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1,580
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212
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4,023
+2,092
213
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2,333
-1,806
214
$478K 0.02%
7,968
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215
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3,340
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216
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217
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+8,450
218
$434K 0.02%
4,168
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219
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220
$420K 0.02%
10,362
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221
$413K 0.02%
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222
$408K 0.02%
4,020
-3,823
223
$407K 0.02%
3,623
-136
224
$404K 0.02%
25,850
-249,017
225
$393K 0.02%
7,421
+144
7 8
9
10 11