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
576
-3,920
577
-150,000
578
-4,644
579
-19,737