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
476
$251K 0.01%
+3,068
477
$251K 0.01%
+2,579
478
$251K 0.01%
+1,422
479
$248K 0.01%
+6,463
480
$246K 0.01%
+21,746
481
$244K 0.01%
+783
482
$243K 0.01%
+173
483
$243K 0.01%
2,848
+572
484
$242K 0.01%
+3,974
485
$242K 0.01%
+1,798
486
$241K 0.01%
+1,191
487
$241K 0.01%
+1,604
488
$240K 0.01%
+1,567
489
$240K 0.01%
+1,207
490
$239K 0.01%
+2,910
491
$239K 0.01%
+2,485
492
$238K 0.01%
5,700
493
$237K 0.01%
+3,298
494
$233K 0.01%
+676
495
$232K 0.01%
+67
496
$231K 0.01%
+2,158
497
$230K 0.01%
+4,888
498
$230K 0.01%
+12,274
499
$230K 0.01%
+8,100
500
$230K 0.01%
+1,042
18 19
20
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