TT

Tiedemann Trust Portfolio holdings

AUM $542M
1-Year Est. Return 1.38%
This Quarter Est. Return
1 Year Est. Return
+1.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$921K
AUM Growth
-$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$130K
2
+$33.9K
3
+$17.7K
4
ETP
Energy Transfer Partners L.p.
ETP
+$9.76K
5
JNPR
Juniper Networks
JNPR
+$5.36K

Top Sells

1
+$1.64M
2
+$256K
3
+$21.8K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$13.4K
5
ET icon
Energy Transfer Partners
ET
+$8.51K

Sector Composition

1 Energy 26.16%
2 Financials 18.54%
3 Technology 2.92%
4 Consumer Discretionary 1.61%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.66K 0.83%
188,645
+38,324
27
$7.5K 0.81%
252,118
+20,417
28
$6.75K 0.73%
5,480
+1,574
29
$6.52K 0.71%
135,940
+43,205
30
$6.52K 0.71%
140,846
+96,266
31
$6.39K 0.69%
154,590
-10,167
32
$5.87K 0.64%
106,831
+18,726
33
$5.63K 0.61%
65,752
+32,302
34
$5.36K 0.58%
+208
35
$5.28K 0.57%
35,976
-148,232
36
$5.24K 0.57%
79,235
+10,094
37
$5.23K 0.57%
+139,333
38
$5.12K 0.56%
98,305
+47,460
39
$5.04K 0.55%
72,577
+35,034
40
$4.95K 0.54%
49,725
+24,160
41
$4.94K 0.54%
192,771
+92,260
42
$4.86K 0.53%
269,751
+130,582
43
$4.8K 0.52%
143,369
+8,750
44
$4.72K 0.51%
143,723
+69,893
45
$4.69K 0.51%
300,593
+145,004
46
$4.68K 0.51%
181,522
+85,469
47
$4.66K 0.51%
51,058
+24,743
48
$4.15K 0.45%
+47,319
49
$3.81K 0.41%
370,436
+181,188
50
$3.39K 0.37%
+177
1
2
3 4