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
101
$1.65M 0.08%
89,023
-1,985
102
$1.59M 0.08%
18,693
103
$1.59M 0.08%
6,137
104
$1.56M 0.08%
214,896
105
$1.52M 0.07%
33,290
+7,790
106
$1.51M 0.07%
9,736
-88
107
$1.5M 0.07%
160,388
108
$1.49M 0.07%
26,317
-120
109
$1.49M 0.07%
13,022
-7,501
110
$1.47M 0.07%
15,732
+5
111
$1.46M 0.07%
10,377
112
$1.46M 0.07%
12,658
-43
113
$1.45M 0.07%
38,571
114
$1.4M 0.07%
13,566
115
$1.38M 0.07%
26,229
+8,800
116
$1.37M 0.07%
78,001
+9,982
117
$1.36M 0.07%
5,384
118
$1.36M 0.07%
34,702
119
$1.35M 0.07%
13,454
120
$1.32M 0.06%
28,043
+10
121
$1.28M 0.06%
7,500
-311
122
$1.28M 0.06%
32,278
+1,624
123
$1.26M 0.06%
2,434
+3
124
$1.26M 0.06%
66,618
-7,194
125
$1.26M 0.06%
66,506
+16,506
3 4
5
6 7