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
151
$898K 0.04%
+6,169
152
$890K 0.04%
9,231
+6
153
$882K 0.04%
5,335
154
$882K 0.04%
7,874
+231
155
$850K 0.04%
+9,671
156
$831K 0.04%
6,135
-56
157
$792K 0.04%
9,196
-2
158
$787K 0.04%
13,268
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159
$771K 0.04%
3,234
160
$768K 0.04%
10,958
-3,674
161
$751K 0.04%
15,850
162
$735K 0.04%
4,957
+2
163
$711K 0.03%
4,263
+37
164
$692K 0.03%
5,108
+777
165
$689K 0.03%
5,763
166
$673K 0.03%
3,913
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167
$656K 0.03%
13,448
168
$654K 0.03%
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169
$645K 0.03%
3,093
-1
170
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171
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3,047
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172
$631K 0.03%
6,052
173
$628K 0.03%
8,669
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174
$620K 0.03%
9,310
175
$611K 0.03%
2,659
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7
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