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
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$93.8M
2
+$14.6M
3
+$13.5M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$10.8M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$8.94M

Top Sells

1
+$10.1M
2
+$8.55M
3
+$6.54M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$5.55M
5
FNDX icon
Schwab Fundamental US Large Company Index ETF
FNDX
+$4.8M

Sector Composition

1 Technology 10.45%
2 Utilities 6.3%
3 Energy 5.51%
4 Industrials 5.3%
5 Communication Services 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$254K 0.01%
+250
277
$251K 0.01%
9,750
-13,434
278
$251K 0.01%
4,900
279
$250K 0.01%
+4,154
280
$249K 0.01%
1,672
-37
281
$244K 0.01%
+25,714
282
$243K 0.01%
+5,089
283
$242K 0.01%
1,493
284
$239K 0.01%
+1,665
285
$237K 0.01%
3,082
286
$236K 0.01%
3,807
287
$236K 0.01%
+982
288
$235K 0.01%
+7,616
289
$231K 0.01%
+368
290
$231K 0.01%
9,603
291
$228K 0.01%
+6,065
292
$228K 0.01%
629
-17
293
$224K 0.01%
+1,682
294
$221K 0.01%
+4,469
295
$220K 0.01%
+2,862
296
$218K 0.01%
+3,552
297
$217K 0.01%
+862
298
$207K 0.01%
1,335
299
$206K 0.01%
120
-15
300
$205K 0.01%
1,239
-12
10 11
12
13 14