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
$1.54B
AUM Growth
-$541M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$86.6M
3
+$35.8M
4
PLD icon
Prologis
PLD
+$24.5M
5
IAU icon
iShares Gold Trust
IAU
+$18.8M

Top Sells

1
+$150M
2
+$33M
3
+$23M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$21.3M
5
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$17M

Sector Composition

1 Energy 12.37%
2 Technology 10.74%
3 Utilities 4.66%
4 Communication Services 3.81%
5 Financials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$516K 0.03%
6,294
-231
202
$510K 0.03%
+13,761
203
$494K 0.03%
16,051
+72
204
$494K 0.03%
+6,489
205
$494K 0.03%
+6,560
206
$491K 0.03%
10,997
+1,055
207
$485K 0.03%
9,500
208
$472K 0.03%
8,807
+662
209
$464K 0.03%
+1,607
210
$448K 0.03%
+25,000
211
$446K 0.03%
23,352
+8,301
212
$438K 0.03%
898
+103
213
$407K 0.03%
3,340
214
$390K 0.03%
5,776
+13
215
$389K 0.03%
3,302
+573
216
$386K 0.03%
+4,758
217
$386K 0.03%
9,384
+934
218
$366K 0.02%
23,901
219
$364K 0.02%
6,136
-1,664
220
$360K 0.02%
23,320
221
$358K 0.02%
2,019
-104
222
$353K 0.02%
12,314
-42
223
$346K 0.02%
5,511
+927
224
$345K 0.02%
18,338
+954
225
$340K 0.02%
3,686
+63
7 8
9
10 11