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
151
$1.38M 0.07%
12,408
+175
152
$1.36M 0.07%
17,815
+22
153
$1.35M 0.07%
21,033
+5
154
$1.29M 0.06%
4,123
-168
155
$1.28M 0.06%
11,859
+49
156
$1.25M 0.06%
35,192
-46,314
157
$1.25M 0.06%
5,143
-12
158
$1.24M 0.06%
+22,358
159
$1.19M 0.06%
23,148
+1,848
160
$1.15M 0.06%
14,797
+7,718
161
$1.14M 0.06%
15,787
162
$1.14M 0.05%
92,027
-133,279
163
$1.13M 0.05%
6,673
+4,580
164
$1.11M 0.05%
8,599
-156
165
$1.11M 0.05%
13,708
166
$1.11M 0.05%
38,571
167
$1.1M 0.05%
7,416
-2
168
$1.1M 0.05%
27,251
169
$1.07M 0.05%
10,497
+8
170
$1.05M 0.05%
36,503
171
$1.01M 0.05%
20,007
-4
172
$994K 0.05%
89,297
173
$968K 0.05%
47,056
174
$954K 0.05%
70,926
+282
175
$947K 0.05%
2,145
-284
5 6
7
8 9