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
$48.7M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
25
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$4.03M
3
+$3.6M
4
PAA icon
Plains All American Pipeline
PAA
+$2.61M
5
SEP
Spectra Engy Parters Lp
SEP
+$2.56M

Top Sells

No sells this quarter

Sector Composition

1 Energy 68.52%
2 Industrials 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.21M 8.64%
+106,047
2
$4.03M 8.28%
+129,710
3
$3.6M 7.4%
+66,125
4
$2.61M 5.35%
+46,704
5
$2.56M 5.25%
+55,608
6
$2.32M 4.77%
+65,760
7
$2.28M 4.68%
+26,678
8
$2.18M 4.48%
+18,300
9
$2.18M 4.47%
+49,845
10
$1.91M 3.93%
+127,992
11
$1.86M 3.81%
+24,558
12
$1.82M 3.75%
+86,868
13
$1.79M 3.69%
+55,310
14
$1.76M 3.62%
+40,375
15
$1.51M 3.1%
+29,874
16
$1.5M 3.08%
+33,357
17
$1.45M 2.98%
+37,990
18
$1.39M 2.85%
+28,005
19
$1.35M 2.77%
+27,920
20
$1.34M 2.76%
+44,359
21
$1.21M 2.49%
+45,400
22
$1.02M 2.1%
+22,400
23
$801K 1.65%
+16,491
24
$230K 0.47%
+6,730