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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$446K 0.02%
30,769
202
$438K 0.02%
7,693
+16
203
$438K 0.02%
1,810
-14
204
$424K 0.02%
1,251
+1
205
$421K 0.02%
35,730
206
$412K 0.02%
5,441
-19,576
207
$408K 0.02%
2,065
+6
208
$404K 0.02%
25,630
209
$403K 0.02%
237
-8
210
$403K 0.02%
400
+100
211
$399K 0.02%
3,120
-9
212
$398K 0.02%
14,265
213
$395K 0.02%
3,514
-86
214
$393K 0.02%
2,000
-12
215
$391K 0.02%
7,500
-200
216
$389K 0.02%
4,019
+40
217
$378K 0.02%
6,440
-4,549
218
$375K 0.02%
4,508
-1,700
219
$370K 0.02%
6,945
-149,127
220
$369K 0.02%
645
-1,627
221
$368K 0.02%
13,219
+6,371
222
$366K 0.02%
28,121
223
$365K 0.02%
2,615
-7,832
224
$362K 0.02%
5,637
-2,019
225
$361K 0.02%
4,050
-15
7 8
9
10 11