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
251
$255K 0.01%
687
252
$253K 0.01%
1,182
253
$251K 0.01%
2,324
254
$248K 0.01%
2,857
255
$240K 0.01%
380
256
$239K 0.01%
2,630
257
$233K 0.01%
2,273
258
$230K 0.01%
3,712
-2,083
259
$228K 0.01%
847
+2
260
$224K 0.01%
1,028
+7
261
$223K 0.01%
+862
262
$222K 0.01%
7,894
263
$221K 0.01%
7,073
264
$220K 0.01%
5,098
+1,098
265
$218K 0.01%
8,200
-671
266
$216K 0.01%
+965
267
$214K 0.01%
12,857
268
$210K 0.01%
+3,517
269
$207K 0.01%
1,200
-448
270
$195K 0.01%
4,208
271
$143K 0.01%
17,320
272
$121K 0.01%
1,296
+370
273
$118K 0.01%
10,000
274
$115K 0.01%
11,793
275
$113K 0.01%
16,667
+3,334
9 10
11
12 13