TA
Tiedemann Advisors Portfolio holdings
AUM
$2.33B
This Quarter Return
+0.19%
1 Year Return
+15.56%
3 Year Return
+31.51%
5 Year Return
+38.36%
10 Year Return
+102.1%
AUM
$48.7M
AUM Growth
–
Cap. Flow
+$48.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.24%
Holding
25
New
25
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.21M |
| 2 |
Enterprise Products Partners
EPD
|
$4.03M |
| 3 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$3.6M |
| 4 |
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% |
