TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
This Quarter Return
+5.37%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$2.2B
AUM Growth
+$2.2B
(+5.4%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
0.87%
Top 10 Holdings %
Top 10 Hldgs %
68.52%
Holding
275
New
34
Increased
73
Reduced
65
Closed
28
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$155M |
| 2 |
Simply Good Foods
SMPL
|
$83M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$49.8M |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$14.4M |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
$3.8M |
Top Sells
Sector Composition
| 1 | Energy | 4.91% |
| 2 | Consumer Staples | 4.61% |
| 3 | Technology | 3.92% |
| 4 | Communication Services | 2.51% |
| 5 | Real Estate | 1.45% |
