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
401
$322K 0.02%
+3,944
402
$319K 0.01%
+77
403
$318K 0.01%
+7,822
404
$315K 0.01%
7,169
+1,245
405
$315K 0.01%
1,207
+351
406
$314K 0.01%
3,288
+879
407
$313K 0.01%
+2,491
408
$313K 0.01%
+1,713
409
$313K 0.01%
2,570
+598
410
$313K 0.01%
2,528
+977
411
$312K 0.01%
1,259
+367
412
$311K 0.01%
+1,493
413
$310K 0.01%
1,753
+677
414
$309K 0.01%
5,754
-2,388
415
$307K 0.01%
+2,140
416
$306K 0.01%
+11,462
417
$306K 0.01%
+5,320
418
$306K 0.01%
6,000
419
$306K 0.01%
1,104
+259
420
$305K 0.01%
3,933
+1,380
421
$305K 0.01%
2,543
+500
422
$304K 0.01%
3,891
+760
423
$302K 0.01%
2,013
+468
424
$302K 0.01%
720
+266
425
$301K 0.01%
+1,716
15 16
17
18 19