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
176
$607K 0.03%
8,298
177
$598K 0.03%
6,160
178
$584K 0.03%
11,582
-562
179
$577K 0.03%
15,985
180
$571K 0.03%
20,546
+88
181
$569K 0.03%
+9,182
182
$560K 0.03%
10,000
-550
183
$556K 0.03%
+18,232
184
$548K 0.03%
7,188
185
$537K 0.03%
4,680
186
$528K 0.03%
4,390
187
$505K 0.02%
7,263
188
$498K 0.02%
237
189
$493K 0.02%
4,143
-435
190
$489K 0.02%
1,810
191
$488K 0.02%
1,672
-1
192
$475K 0.02%
2,941
193
$466K 0.02%
6,572
194
$458K 0.02%
2,425
+693
195
$456K 0.02%
1,253
+2
196
$456K 0.02%
9,691
+2,219
197
$454K 0.02%
2,071
+6
198
$453K 0.02%
28,575
-1,625
199
$440K 0.02%
6,890
200
$438K 0.02%
7,500
6 7
8
9 10