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
201
$438K 0.02%
7,934
+241
202
$438K 0.02%
7,242
+46
203
$433K 0.02%
28,121
204
$430K 0.02%
644
-1
205
$427K 0.02%
654
-17
206
$427K 0.02%
2,619
+4
207
$419K 0.02%
4,508
208
$417K 0.02%
3,457
-57
209
$415K 0.02%
6,234
-206
210
$412K 0.02%
25,630
211
$412K 0.02%
35,730
212
$410K 0.02%
+7,506
213
$398K 0.02%
5,136
-305
214
$397K 0.02%
6,093
215
$393K 0.02%
2,000
216
$389K 0.02%
13,219
217
$389K 0.02%
7,519
218
$386K 0.02%
4,595
219
$383K 0.02%
14,265
220
$381K 0.02%
3,979
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221
$380K 0.02%
4,050
222
$377K 0.02%
908
-1
223
$369K 0.02%
3,120
224
$356K 0.02%
6,067
+430
225
$347K 0.02%
50,000
7 8
9
10 11