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TA

Tiedemann Advisors Portfolio holdings

AUM $2.33B
1-Year Est. Return 15.56%
This Fund
S&P 500
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
+$52.6M
2
+$30.7M
3
+$13.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$11.2M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$5.65M

Top Sells

1
+$13.7M
2
+$8.59M
3
+$6.92M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$6.8M
5
IAU icon
iShares Gold Trust
IAU
+$6.24M

Sector Composition

1 Technology 8.05%
2 Communication Services 3.92%
3 Real Estate 2.8%
4 Financials 2.59%
5 Energy 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$59K ﹤0.01%
15,000
277
$21K ﹤0.01%
1,448
278
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0
279
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-400
280
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-31,230
281
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-8,466
282
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-3,771
283
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284
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285
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-12,913
286
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287
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-3,621
288
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-33,514
289
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-10,379
290
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-10,812
291
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-6,531
292
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293
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-2,748
294
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-3,788
295
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-8,380
296
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-97,134
297
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-30,769
298
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300
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-27,537
9 10 11
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