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
$2.07B
AUM Growth
-$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$10.8M
3
+$5.18M
4
MDXG icon
MiMedx Group
MDXG
+$4.04M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.68M

Top Sells

1
+$23M
2
+$18.8M
3
+$17.1M
4
TRP icon
TC Energy
TRP
+$16.2M
5
TCP
TC Pipelines LP
TCP
+$15.9M

Sector Composition

1 Technology 12.2%
2 Communication Services 4.61%
3 Industrials 4.53%
4 Financials 2.75%
5 Consumer Discretionary 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 14.74%
7,539,802
-30,387
2
$180M 8.7%
3,909,225
+31,185
3
$143M 6.91%
2,207,842
+3,603
4
$117M 5.64%
1,351,222
-18,761
5
$113M 5.47%
580,240
-4,538
6
$93.1M 4.51%
4,440,628
-217,787
7
$82M 3.97%
1,425,299
-224,953
8
$81.2M 3.93%
216,162
+9,302
9
$71.7M 3.47%
1,978,282
+142,945
10
$60.8M 2.94%
1,408,391
-59,666
11
$53.4M 2.59%
629,103
-4,138
12
$30.4M 1.47%
229,210
-21,188
13
$26.3M 1.27%
263,855
-19,995
14
$24.1M 1.17%
48,209
+45,017
15
$22.8M 1.11%
461,607
+20,184
16
$22.7M 1.1%
259,560
-12,180
17
$21.6M 1.05%
57,627
-1,179
18
$20.4M 0.99%
91,428
-6,745
19
$19.7M 0.96%
335,932
-4,581
20
$18.4M 0.89%
210,360
+2,180
21
$17.1M 0.83%
234,854
-420
22
$16M 0.77%
104,766
-37,535
23
$15.6M 0.75%
64,510
+5,157
24
$13.9M 0.67%
338,236
+507
25
$12.8M 0.62%
81,097
+18,560
1
2 3 4 5