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
51
$6.04M 0.29%
34,093
+75
52
$6.02M 0.29%
60,958
-1,659
53
$5.84M 0.28%
211,259
+12,581
54
$5.75M 0.28%
40,185
-4,230
55
$5.74M 0.28%
18,570
-454
56
$5.52M 0.27%
135,215
-1,030
57
$5.47M 0.26%
291,804
-8,414
58
$5M 0.24%
86,616
+8
59
$4.86M 0.23%
118,903
-1,033
60
$4.84M 0.23%
19,272
-849
61
$4.8M 0.23%
15
62
$4.74M 0.23%
28,331
-355
63
$4.69M 0.23%
301,335
64
$4.61M 0.22%
48,185
-4,013
65
$4.61M 0.22%
82,765
-31,617
66
$4.34M 0.21%
53,888
+34,375
67
$4.28M 0.21%
56,215
-133,128
68
$4.2M 0.2%
20,987
-364
69
$4.19M 0.2%
27,999
-2,059
70
$4.17M 0.2%
627,199
71
$4.14M 0.2%
15,791
+488
72
$3.96M 0.19%
22,483
-635
73
$3.92M 0.19%
56,397
-4,644
74
$3.79M 0.18%
72,729
-4,854
75
$3.78M 0.18%
46,250
-3,747
1 2
3
4 5