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

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
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204
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205
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206
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8,348
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207
$544K 0.03%
8,799
208
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5,436
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209
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11,699
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210
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211
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212
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221
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25,850
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225
$393K 0.02%
7,421
+144