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
426
$299K 0.01%
+21,432
427
$298K 0.01%
2,600
+560
428
$297K 0.01%
+4,151
429
$297K 0.01%
+4,657
430
$295K 0.01%
9,075
+2,079
431
$295K 0.01%
1,567
+328
432
$295K 0.01%
912
+216
433
$295K 0.01%
2,193
+598
434
$294K 0.01%
+1,559
435
$293K 0.01%
+4,803
436
$292K 0.01%
9,559
437
$292K 0.01%
2,262
+452
438
$291K 0.01%
2,286
+457
439
$289K 0.01%
+3,722
440
$286K 0.01%
+1,150
441
$285K 0.01%
+1,004
442
$284K 0.01%
+1,421
443
$284K 0.01%
3,490
+934
444
$283K 0.01%
9,782
+2,487
445
$283K 0.01%
+2,716
446
$281K 0.01%
2,286
+165
447
$280K 0.01%
2,743
-22,082
448
$279K 0.01%
1,858
+370
449
$278K 0.01%
+12,732
450
$278K 0.01%
664
+139
16 17
18
19 20