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
451
$277K 0.01%
+1,069
452
$276K 0.01%
4,704
+1,114
453
$275K 0.01%
+11,629
454
$275K 0.01%
3,214
+847
455
$274K 0.01%
+8,100
456
$274K 0.01%
+2,283
457
$272K 0.01%
+4,253
458
$268K 0.01%
+1,373
459
$268K 0.01%
+2,808
460
$268K 0.01%
+3,684
461
$265K 0.01%
+8,949
462
$264K 0.01%
+1,452
463
$264K 0.01%
+535
464
$263K 0.01%
3,484
+1,023
465
$262K 0.01%
+9,641
466
$261K 0.01%
+1,749
467
$261K 0.01%
+1,645
468
$260K 0.01%
8,166
+1,343
469
$258K 0.01%
+3,325
470
$257K 0.01%
1,147
-1,800
471
$256K 0.01%
+2,294
472
$255K 0.01%
+3,426
473
$255K 0.01%
+2,786
474
$255K 0.01%
+1,447
475
$253K 0.01%
+40,503
17 18
19
20 21