TT
Tiedemann Trust Portfolio holdings
AUM
$542M
This Quarter Return
+1.83%
1 Year Return
+1.38%
3 Year Return
+18.88%
5 Year Return
–
10 Year Return
–
AUM
$651M
AUM Growth
+$651M
(-5.4%)
Cap. Flow
-$67.6B
Cap. Flow
% of AUM
-10,392.92%
Top 10 Holdings %
Top 10 Hldgs %
62.49%
Holding
82
New
7
Increased
27
Reduced
19
Closed
12
Top Buys
Top Sells
| 1 |
Enterprise Products Partners
EPD
|
$41.7B |
| 2 |
Plains All American Pipeline
PAA
|
$14.4B |
| 3 |
HEP
Holly Energy Partners, L.P.
HEP
|
$11.4B |
| 4 |
Invesco S&P 500 Pure Value ETF
RPV
|
$100M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$81.5M |
Sector Composition
| 1 | Energy | 29.64% |
| 2 | Utilities | 6.25% |
| 3 | Consumer Discretionary | 1.47% |
| 4 | Consumer Staples | 0.39% |
| 5 | Technology | 0.38% |