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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$544K 0.03%
25,000
202
$519K 0.03%
+13,448
203
$517K 0.03%
3,405
-3,291
204
$497K 0.02%
8,298
205
$495K 0.02%
6,910
206
$493K 0.02%
13,661
-2,727
207
$475K 0.02%
3,593
208
$473K 0.02%
3,349
-5,250
209
$463K 0.02%
5,080
+43
210
$460K 0.02%
45,660
-119,090
211
$454K 0.02%
3,871
+1,388
212
$448K 0.02%
7,649
+36
213
$444K 0.02%
6,890
214
$443K 0.02%
26,798
+139
215
$442K 0.02%
6,572
216
$441K 0.02%
1,921
-8,301
217
$439K 0.02%
9,282
218
$438K 0.02%
+8,593
219
$428K 0.02%
14,525
220
$425K 0.02%
2,800
+790
221
$422K 0.02%
19,478
222
$422K 0.02%
+8,996
223
$421K 0.02%
356
+112
224
$416K 0.02%
671
+17
225
$410K 0.02%
3,711
+7
7 8
9
10 11