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
$2.28B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
355
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$26.2M
3
+$7.17M
4
SNOW icon
Snowflake
SNOW
+$5.55M
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$5.51M

Top Sells

1
+$20.7M
2
+$7.42M
3
+$6.79M
4
GS icon
Goldman Sachs
GS
+$4.75M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.88M

Sector Composition

1 Technology 13.83%
2 Communication Services 4.32%
3 Industrials 3.52%
4 Financials 2.5%
5 Energy 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$587K 0.03%
2,945
+1,427
202
$583K 0.03%
+5,342
203
$574K 0.03%
13,448
204
$573K 0.03%
3,593
205
$571K 0.03%
8,298
206
$571K 0.03%
18,044
-17,640
207
$549K 0.02%
27,137
+339
208
$541K 0.02%
8,242
+1,336
209
$521K 0.02%
+6,713
210
$513K 0.02%
25,000
211
$511K 0.02%
30,692
-26,024
212
$508K 0.02%
+25,000
213
$503K 0.02%
6,584
-326
214
$499K 0.02%
1,960
+652
215
$498K 0.02%
3,739
-342
216
$480K 0.02%
35,967
-9,693
217
$476K 0.02%
7,263
218
$473K 0.02%
9,282
219
$462K 0.02%
6,572
220
$459K 0.02%
6,890
221
$458K 0.02%
14,525
222
$449K 0.02%
3,050
-299
223
$442K 0.02%
5,290
+210
224
$440K 0.02%
13,561
-100
225
$438K 0.02%
7,661
+12
7 8
9
10 11