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
76
$323 0.04%
8,363
77
$304 0.03%
2,295
78
$288 0.03%
2,938
79
$234 0.03%
5,729
80
$227 0.02%
7,210
81
$226 0.02%
23,487
82
$212 0.02%
1,872
83
– –
-2,691
84
– –
-41,133
85
– –
0
1 2 3
4