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
376
$357K 0.02%
1,796
+676
377
$356K 0.02%
2,253
+525
378
$354K 0.02%
4,195
+845
379
$353K 0.02%
+7,007
380
$351K 0.02%
3,660
+1,348
381
$351K 0.02%
8,768
+2,102
382
$347K 0.02%
+14,532
383
$347K 0.02%
+7,670
384
$345K 0.02%
+12,981
385
$344K 0.02%
+3,744
386
$342K 0.02%
+32,043
387
$337K 0.02%
3,799
-388
388
$336K 0.02%
+4,233
389
$335K 0.02%
+1,024
390
$334K 0.02%
6,036
+1,433
391
$331K 0.02%
5,554
+1,121
392
$331K 0.02%
+3,596
393
$328K 0.02%
1,427
+344
394
$328K 0.02%
15,443
+3,429
395
$328K 0.02%
6,000
396
$327K 0.02%
+2,328
397
$326K 0.02%
1,712
+649
398
$326K 0.02%
7,150
+1,458
399
$323K 0.02%
6,420
400
$322K 0.02%
8,147
+810
14 15
16
17 18