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
76
$2.81M 0.14%
95,490
+4,130
77
$2.76M 0.13%
57,018
78
$2.54M 0.12%
68,104
-40,919
79
$2.53M 0.12%
14,166
80
$2.45M 0.12%
5,350
+13
81
$2.38M 0.12%
47,237
-2,909
82
$2.26M 0.11%
6,285
83
$2.22M 0.11%
6,356
84
$2.17M 0.11%
15,880
85
$2.1M 0.1%
12,045
-3
86
$2.1M 0.1%
8,464
-775
87
$2.08M 0.1%
12,779
+44
88
$2.08M 0.1%
25,022
-1,811
89
$2.03M 0.1%
25,112
-119
90
$1.99M 0.1%
14,709
-301
91
$1.98M 0.1%
29,622
92
$1.96M 0.1%
3,459
+11
93
$1.93M 0.09%
48,785
+510
94
$1.92M 0.09%
13,050
+127
95
$1.8M 0.09%
13,962
96
$1.78M 0.09%
+24,724
97
$1.73M 0.08%
29,366
98
$1.68M 0.08%
3,352
-1
99
$1.68M 0.08%
14,979
100
$1.66M 0.08%
6,523
-13,537
2 3
4
5 6