TT
Tiedemann Trust Portfolio holdings
AUM
$542M
This Quarter Return
-10.12%
1 Year Return
+1.38%
3 Year Return
+18.88%
5 Year Return
–
10 Year Return
–
AUM
$1.08B
AUM Growth
+$1.08B
(-9.8%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
1.02%
Top 10 Holdings %
Top 10 Hldgs %
77.79%
Holding
77
New
6
Increased
19
Reduced
20
Closed
22
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$40.5M |
| 2 |
Enterprise Products Partners
EPD
|
$16.8M |
| 3 |
Plains All American Pipeline
PAA
|
$12.3M |
| 4 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$10.7M |
| 5 |
EQM
EQM Midstream Partners, LP
EQM
|
$8.89M |
Top Sells
Sector Composition
| 1 | Energy | 21.12% |
| 2 | Consumer Discretionary | 0.67% |
| 3 | Industrials | 0.51% |
| 4 | Technology | 0.14% |
| 5 | Healthcare | 0.11% |