TA

Tiedemann Advisors Portfolio holdings

AUM $2.33B
1-Year Est. Return 15.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.5B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$22M
3
+$7.07M
4
AOM icon
iShares Core Moderate Allocation ETF
AOM
+$6.18M
5
IAU icon
iShares Gold Trust
IAU
+$5.53M

Top Sells

1
+$27.7M
2
+$4.03M
3
+$3.56M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$3.14M
5
XOM icon
Exxon Mobil
XOM
+$2.78M

Sector Composition

1 Technology 13.88%
2 Communication Services 4.06%
3 Industrials 3.17%
4 Financials 2.44%
5 Healthcare 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$712K 0.03%
18,044
202
$696K 0.03%
25,592
-17,206
203
$691K 0.03%
14,203
+56
204
$690K 0.03%
10,989
-1,744
205
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+20,000
206
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5,763
-23
207
$681K 0.03%
+3,956
208
$671K 0.03%
9,361
-8
209
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210
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8,298
211
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12,144
+2,862
212
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27,420
+283
213
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9,361
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214
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4,008
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215
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5,342
216
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11,769
217
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13,448
218
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219
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3,593
220
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11,718
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221
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222
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7,263
223
$556K 0.02%
6,247
-104
224
$554K 0.02%
+400
225
$553K 0.02%
30,342
-350
7 8
9
10 11