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
126
$1.99M 0.1%
42,184
127
$1.95M 0.09%
31,660
-2,704
128
$1.94M 0.09%
+15,512
129
$1.93M 0.09%
13,913
-51
130
$1.92M 0.09%
8,680
-1,105
131
$1.91M 0.09%
15,369
-1,259
132
$1.87M 0.09%
+24,627
133
$1.84M 0.09%
34,807
+776
134
$1.83M 0.09%
36,757
135
$1.81M 0.09%
5,101
-401
136
$1.78M 0.09%
13,962
137
$1.74M 0.08%
33,622
+24,238
138
$1.73M 0.08%
+49,324
139
$1.71M 0.08%
12,172
-15
140
$1.69M 0.08%
364,875
+34,451
141
$1.65M 0.08%
16,530
+7
142
$1.63M 0.08%
5,880
-547
143
$1.6M 0.08%
21,448
144
$1.59M 0.08%
45,555
+515
145
$1.57M 0.08%
3,192
-208
146
$1.56M 0.08%
164,750
-276,040
147
$1.5M 0.07%
6,839
-127
148
$1.5M 0.07%
26,092
149
$1.44M 0.07%
4,904
+523
150
$1.44M 0.07%
6,502
-76
4 5
6
7 8