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
126
$1.23M 0.06%
20,022
127
$1.23M 0.06%
38,687
128
$1.21M 0.06%
7,834
+4
129
$1.2M 0.06%
4,464
+3
130
$1.19M 0.06%
34,550
+14,550
131
$1.18M 0.06%
25,030
-119
132
$1.18M 0.06%
45,403
-1,250
133
$1.16M 0.06%
19,575
-3,305
134
$1.15M 0.06%
50,513
135
$1.14M 0.06%
15,709
-462
136
$1.07M 0.05%
39,895
137
$1.07M 0.05%
31,185
+40
138
$1.06M 0.05%
4,826
-158
139
$1.05M 0.05%
4,186
140
$1.04M 0.05%
15,660
141
$1.04M 0.05%
24,844
142
$1.03M 0.05%
24,380
-100
143
$1.01M 0.05%
8,621
-2
144
$984K 0.05%
25,005
+904
145
$947K 0.05%
32,738
-12,000
146
$946K 0.05%
12,918
147
$942K 0.05%
131,080
148
$922K 0.05%
55,913
149
$906K 0.04%
15,385
150
$898K 0.04%
11,638
4 5
6
7 8