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
$30.2M
AUM Growth
-$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$989K
2
+$361K
3
+$233K

Top Sells

1
+$2.18M
2
+$1.92M
3
+$1.7M
4
PAA icon
Plains All American Pipeline
PAA
+$1.56M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.37M

Sector Composition

1 Energy 68.31%
2 Industrials 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.75M 12.4%
87,262
2
$2.89M 9.56%
87,240
-51,440
3
$2.14M 7.09%
86,868
4
$1.54M 5.08%
39,960
-24,360
5
$1.47M 4.86%
32,403
-26,460
6
$1.47M 4.84%
23,165
-21,600
7
$1.43M 4.74%
27,260
-22,640
8
$1.43M 4.72%
26,789
-21,199
9
$1.34M 4.43%
16,628
-3,622
10
$1.32M 4.37%
34,320
-20,320
11
$1.17M 3.87%
39,213
+33,140
12
$1.14M 3.76%
22,400
13
$969K 3.2%
20,030
-14,500
14
$965K 3.19%
70,652
-39,280
15
$927K 3.07%
25,765
-32,460
16
$876K 2.9%
12,397
-12,161
17
$851K 2.81%
19,930
-18,165
18
$845K 2.79%
14,774
-15,100
19
$719K 2.38%
19,990
-23,718
20
$596K 1.97%
11,530
-30,154
21
$546K 1.81%
10,718
-18,660
22
$504K 1.67%
10,541
-45,603
23
$493K 1.63%
26,596
-27,888
24
$361K 1.19%
+5,077
25
$271K 0.9%
9,660
-35,740
1
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