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
526
$209K 0.01%
+11,088
527
$209K 0.01%
+7,098
528
$208K 0.01%
+1,632
529
$207K 0.01%
+3,933
530
$207K 0.01%
+179
531
$207K 0.01%
+44,043
532
$206K 0.01%
+17,598
533
$205K 0.01%
+866
534
$204K 0.01%
+6,632
535
$204K 0.01%
+3,838
536
$204K 0.01%
18,132
+194
537
$204K 0.01%
+2,549
538
$203K 0.01%
+2,398
539
$203K 0.01%
10,000
540
$202K 0.01%
+2,826
541
$185K 0.01%
+10,347
542
$180K 0.01%
+10,818
543
$180K 0.01%
+13,010
544
$178K 0.01%
+112,965
545
$170K 0.01%
+43,049
546
$163K 0.01%
+617
547
$153K 0.01%
+1,644
548
$151K 0.01%
+12,384
549
$141K 0.01%
26,977
550
$137K 0.01%
+35,186
20 21
22
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