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
$598M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$76.6M
3
+$67.2M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$30M
5
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
+$19.6M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.05%
2 Industrials 1.76%
3 Technology 1.66%
4 Healthcare 1.62%
5 Consumer Discretionary 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$699K 0.12%
+9,568
52
$670K 0.11%
+15,000
53
$669K 0.11%
+6,795
54
$663K 0.11%
+15,000
55
$655K 0.11%
+20,000
56
$638K 0.11%
+7,500
57
$635K 0.11%
+16,411
58
$629K 0.11%
+13,497
59
$605K 0.1%
+4,000
60
$601K 0.1%
+7,000
61
$582K 0.1%
+8,000
62
$574K 0.1%
+15,300
63
$574K 0.1%
+10,000
64
$559K 0.09%
+5,000
65
$538K 0.09%
+9,236
66
$538K 0.09%
+43,398
67
$535K 0.09%
+6,263
68
$501K 0.08%
+7,000
69
$493K 0.08%
+16,000
70
$493K 0.08%
+5,702
71
$479K 0.08%
+10,000
72
$476K 0.08%
+6,293
73
$468K 0.08%
+7,740
74
$434K 0.07%
+3,000
75
$431K 0.07%
+6,000
1 2
3
4 5