Instuitional Investor - Tiedemann Trust Co
Fund Profile
Filing Period:
| Fund Name: | Tiedemann Trust Co |
| Portfolio Value | $541,677,000 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Deep Value Etf - DEEP VALUE ETF | 2,245,923 | $51,919,000 | 9.58% | |
| 2. | XLB | 887,168 | $48,927,000 | 9.03% | |
| 3. | EPD | 1,411,359 | $41,296,000 | 7.62% | |
| 4. | Ishares Core Moderate Allocation Etf - MODERT ALLOC ETF | 1,135,320 | $40,077,000 | 7.39% | |
| 5. | IEF | 207,676 | $31,025,000 | 5.72% |
