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
26
$12.6M 0.62%
57,188
27
$12.3M 0.6%
36,472
-652
28
$10.4M 0.51%
80,703
+17,929
29
$9.95M 0.49%
114,113
30
$9.62M 0.47%
31,478
-2,974
31
$9.36M 0.46%
56,120
-2,020
32
$9.24M 0.45%
53,093
-35,644
33
$8.79M 0.43%
22,988
-3,121
34
$8.62M 0.42%
32,610
-9,484
35
$8.51M 0.41%
114,124
36
$8.26M 0.4%
37,131
+2,503
37
$7.47M 0.36%
46,004
+29,029
38
$7.39M 0.36%
619,348
39
$7.04M 0.34%
20,782
40
$6.9M 0.34%
130,638
+105,340
41
$6.88M 0.34%
113,085
-6,537
42
$6.66M 0.32%
134,579
+105,009
43
$6.5M 0.32%
332,577
-13,758
44
$6.41M 0.31%
59,359
-855
45
$6.38M 0.31%
39,590
-41,359
46
$5.43M 0.26%
15,408
+36
47
$5.32M 0.26%
63,589
-981
48
$5.03M 0.25%
46,804
49
$4.98M 0.24%
126,479
50
$4.65M 0.23%
43,919
-25,536
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