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
$1.33B
AUM Growth
-$641M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$31.4M
3
+$17.8M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$16.2M
5
VZ icon
Verizon
VZ
+$15.5M

Top Sells

1
+$257M
2
+$201M
3
+$12.2M
4
QCOM icon
Qualcomm
QCOM
+$9.07M
5
GS icon
Goldman Sachs
GS
+$7.6M

Sector Composition

1 Energy 8.33%
2 Technology 5.36%
3 Communication Services 4.78%
4 Financials 2.23%
5 Real Estate 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$225K 0.02%
380
-8
202
$223K 0.02%
919
-50
203
$223K 0.02%
815
-277
204
$223K 0.02%
1,132
+12
205
$220K 0.02%
3,401
-21,621
206
$218K 0.02%
1,663
+2
207
$217K 0.02%
5,462
-10,388
208
$216K 0.02%
+167
209
$214K 0.02%
+845
210
$207K 0.02%
9,691
211
$204K 0.02%
1,053
-8
212
$203K 0.02%
5,716
-113
213
$203K 0.02%
+3,446
214
$202K 0.02%
2,857
215
$194K 0.01%
+10,215
216
$175K 0.01%
+13,135
217
$168K 0.01%
13,219
218
$162K 0.01%
16,227
219
$149K 0.01%
25,000
220
$118K 0.01%
50,000
221
$105K 0.01%
333
222
$95K 0.01%
11,793
223
$95K 0.01%
+10,000
224
$79K 0.01%
10,000
225
$76K 0.01%
10,000
-2,000
7 8
9
10 11