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
$1.88B
AUM Growth
-$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$11.5M
3
+$3.97M
4
AFRM icon
Affirm
AFRM
+$1.6M
5
CLDR
Cloudera, Inc.
CLDR
+$1.55M

Top Sells

1
+$182M
2
+$64.7M
3
+$37M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$33M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$28.2M

Sector Composition

1 Technology 7.2%
2 Communication Services 4.47%
3 Financials 2.81%
4 Real Estate 2.62%
5 Energy 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$322M 17.17%
6,982,753
-611,362
2
$236M 12.56%
4,479,325
-627,775
3
$158M 8.43%
1,607,156
-50,680
4
$108M 5.78%
488,307
-99,302
5
$85.3M 4.55%
3,605,590
-847,879
6
$71.7M 3.82%
2,147,524
-151,944
7
$68.9M 3.67%
1,540,276
-56,432
8
$61.1M 3.25%
141,800
-85,822
9
$31.7M 1.69%
708,230
-99,451
10
$29.7M 1.58%
237,047
-5,650
11
$27.7M 1.48%
207,360
-55,600
12
$26.8M 1.43%
263,016
-83,720
13
$26.6M 1.42%
489,512
-62,378
14
$24M 1.28%
169,918
-80,563
15
$19.4M 1.03%
44,988
-15,961
16
$16.5M 0.88%
64,791
-21,698
17
$16.2M 0.87%
208,278
-25,385
18
$16M 0.85%
272,099
-11,478
19
$15.6M 0.83%
116,920
-20,040
20
$15.5M 0.83%
625,860
+566,159
21
$14.6M 0.78%
88,737
-663
22
$14M 0.74%
80,949
-148
23
$13.2M 0.7%
102,509
-2,163
24
$13.1M 0.7%
165,781
-876
25
$12.2M 0.65%
225,956
-45,911
1
2 3 4 5