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
101
$243K 0.04%
+10,000
102
$239K 0.04%
+3,276
103
$230K 0.04%
+5,192
104
$229K 0.04%
+8,887
105
$220K 0.04%
+8,000
106
$218K 0.04%
+2,392
107
$211K 0.04%
+4,177
108
$154K 0.03%
+2,128
109
$98K 0.02%
+14,000
110
$43K 0.01%
+31,958
111
$30K 0.01%
+1,250
1 2 3 4
5