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
76
$427K 0.07%
+17,187
77
$424K 0.07%
+6,696
78
$422K 0.07%
+865
79
$420K 0.07%
+8,000
80
$403K 0.07%
+10,060
81
$402K 0.07%
+9,000
82
$394K 0.07%
+6,000
83
$373K 0.06%
+5,000
84
$364K 0.06%
+5,000
85
$327K 0.05%
+5,566
86
$327K 0.05%
+6,884
87
$308K 0.05%
+6,000
88
$296K 0.05%
+5,000
89
$294K 0.05%
+2,660
90
$291K 0.05%
+7,050
91
$291K 0.05%
+4,566
92
$287K 0.05%
+9,810
93
$286K 0.05%
+5,000
94
$281K 0.05%
+8,000
95
$266K 0.04%
+9,970
96
$260K 0.04%
+12,800
97
$257K 0.04%
+5,106
98
$255K 0.04%
+2,576
99
$247K 0.04%
+3,573
100
$245K 0.04%
+7,050
1 2 3
4
5