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
76
$3.77M 0.18%
39,178
+120
77
$3.76M 0.18%
310,194
-207,866
78
$3.76M 0.18%
69,316
+43,161
79
$3.73M 0.18%
84,802
80
$3.7M 0.18%
42,766
+744
81
$3.69M 0.18%
11,864
-126
82
$3.66M 0.18%
46,420
+31,005
83
$3.6M 0.17%
15,806
-454
84
$3.52M 0.17%
51,018
+16,547
85
$3.37M 0.16%
62,148
+20
86
$3.31M 0.16%
+53,535
87
$3.31M 0.16%
83,871
-1,919
88
$3.31M 0.16%
113,160
-6,460
89
$3.2M 0.15%
96,180
+55,880
90
$3.18M 0.15%
138,143
-100,410
91
$3.16M 0.15%
+129,812
92
$3.16M 0.15%
6,316
-39
93
$3.15M 0.15%
35,740
-5,312
94
$3.13M 0.15%
36,950
+9,400
95
$3.06M 0.15%
18,427
+174
96
$3.06M 0.15%
14,345
-773
97
$3.02M 0.15%
110,415
-9,320
98
$3M 0.14%
30,960
-2,302
99
$2.98M 0.14%
151,786
+42,588
100
$2.85M 0.14%
61,155
+2,892
2 3
4
5 6