TI

Tidal Investments Portfolio holdings

AUM $23.5B
1-Year Est. Return 30.34%
This Quarter Est. Return
1 Year Est. Return
+30.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.14B
AUM Growth
+$694M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$41.9M
2
+$34.9M
3
+$34.2M
4
XYZ
Block Inc
XYZ
+$28.7M
5
RIOT icon
Riot Platforms
RIOT
+$27.6M

Top Sells

1
+$50.4M
2
+$14.4M
3
+$4.71M
4
DOCU icon
DocuSign
DOCU
+$4.57M
5
VB icon
Vanguard Small-Cap ETF
VB
+$4.4M

Sector Composition

1 Technology 18.66%
2 Financials 15.49%
3 Consumer Discretionary 5.61%
4 Materials 3.46%
5 Communication Services 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$389K 0.02%
2,065
+493
352
$388K 0.02%
2,253
+562
353
$388K 0.02%
+2,340
354
$388K 0.02%
4,019
+960
355
$388K 0.02%
+10,369
356
$388K 0.02%
4,899
357
$388K 0.02%
11,292
+2,619
358
$385K 0.02%
17,356
-970
359
$384K 0.02%
3,074
+1,437
360
$384K 0.02%
2,837
+1,021
361
$381K 0.02%
1,081
+232
362
$378K 0.02%
10,240
+3,310
363
$377K 0.02%
6,068
+1,455
364
$377K 0.02%
6,461
+1,517
365
$376K 0.02%
16,549
+2,202
366
$374K 0.02%
1,847
+61
367
$372K 0.02%
2,628
368
$370K 0.02%
1,907
+616
369
$369K 0.02%
9,250
-330
370
$368K 0.02%
1,262
+443
371
$366K 0.02%
3,548
+841
372
$364K 0.02%
+7,110
373
$360K 0.02%
2,527
+643
374
$359K 0.02%
+29,306
375
$359K 0.02%
2,954
+1,112
13 14
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