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
51
$4.56M 0.22%
98,180
52
$4.55M 0.22%
19,628
-8,015
53
$4.55M 0.22%
207,005
54
$4.52M 0.22%
+11,923
55
$4.51M 0.22%
10
56
$4.46M 0.22%
169,825
+100,000
57
$4.45M 0.22%
26,486
+11,096
58
$4.22M 0.21%
90,563
59
$4.14M 0.2%
65,380
-428
60
$4.12M 0.2%
26,037
-1
61
$3.93M 0.19%
11,678
-894
62
$3.77M 0.18%
32,209
-16
63
$3.74M 0.18%
11,658
64
$3.65M 0.18%
45,963
+2,635
65
$3.52M 0.17%
16,225
-2
66
$3.49M 0.17%
41,377
67
$3.47M 0.17%
15,200
68
$3.46M 0.17%
29,764
69
$3.46M 0.17%
11,547
-55
70
$3.45M 0.17%
7,907
+4,204
71
$3.39M 0.17%
19,804
-1,487
72
$3.14M 0.15%
49,354
-5,916
73
$3M 0.15%
10,461
-766
74
$3M 0.15%
21,817
+189
75
$2.95M 0.14%
13,071
1 2
3
4 5