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
$2.05B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$52.3M
2
+$32.5M
3
+$13.5M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$5.57M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.19M

Top Sells

1
+$13.9M
2
+$8.91M
3
+$7.35M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$6.66M
5
IAU icon
iShares Gold Trust
IAU
+$6.36M

Sector Composition

1 Technology 8.12%
2 Communication Services 3.92%
3 Real Estate 2.8%
4 Financials 2.52%
5 Energy 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$344K 0.02%
1,914
227
$337K 0.02%
6,967
228
$334K 0.02%
8,951
229
$324K 0.02%
5,403
230
$318K 0.02%
6,594
-10
231
$316K 0.02%
2,282
+3
232
$314K 0.02%
5,065
233
$314K 0.02%
1,715
+3
234
$311K 0.02%
5,716
235
$302K 0.01%
1,029
-2,700
236
$301K 0.01%
5,274
237
$295K 0.01%
1,629
+4
238
$292K 0.01%
600
239
$288K 0.01%
3,381
+6
240
$286K 0.01%
1,120
-5,269
241
$283K 0.01%
5,758
-25
242
$283K 0.01%
440
243
$279K 0.01%
305
244
$272K 0.01%
5,268
-1,677
245
$272K 0.01%
6,988
-167
246
$267K 0.01%
5,270
-2,000
247
$266K 0.01%
11,863
248
$266K 0.01%
442
249
$261K 0.01%
2,490
-1
250
$260K 0.01%
3,316
8 9
10
11 12