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
$1.16B
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$149M
2
+$27.5M
3
+$12.3M
4
ETP
Energy Transfer Partners L.p.
ETP
+$9.26M
5
PAA icon
Plains All American Pipeline
PAA
+$6.52M

Top Sells

1
+$40.5M
2
+$17.7M
3
+$15.5M
4
INTC icon
Intel
INTC
+$9.55M
5
FTR
Frontier Communications Corp.
FTR
+$9.42M

Sector Composition

1 Energy 23.54%
2 Industrials 1.3%
3 Technology 0.29%
4 Healthcare 0.19%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-106,856
77
– –
-47,412
78
– –
-282,646
79
– –
-434,317
80
– –
-386,606
81
– –
-96,481
82
– –
-424,364
83
– –
-268,301
1 2 3
4