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
$4.18B
AUM Growth
+$891M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,560
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$25.6M
3
+$25.2M
4
HOOD icon
Robinhood
HOOD
+$22.5M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$20.7M

Top Sells

1
+$37.8M
2
+$27.1M
3
+$25.1M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$23.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$19.5M

Sector Composition

1 Technology 23.43%
2 Financials 16.43%
3 Consumer Discretionary 10.5%
4 Industrials 7.35%
5 Healthcare 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$846K 0.02%
16,830
+4,918
702
$844K 0.02%
10,370
+4,358
703
$842K 0.02%
+9,191
704
$842K 0.02%
+16,512
705
$841K 0.02%
26,675
+5,145
706
$840K 0.02%
19,525
-5,380
707
$838K 0.02%
26,170
+8,123
708
$837K 0.02%
+9,879
709
$835K 0.02%
+10,269
710
$832K 0.02%
75,891
+13,582
711
$831K 0.02%
7,035
+80
712
$827K 0.02%
26,262
-1,028
713
$825K 0.02%
13,368
+3,359
714
$824K 0.02%
22,580
+5,735
715
$820K 0.02%
+17,187
716
$817K 0.02%
1,424
-2,428
717
$815K 0.02%
+8,667
718
$814K 0.02%
9,366
+489
719
$812K 0.02%
29,601
+9,276
720
$808K 0.02%
38,126
+12,815
721
$804K 0.02%
2,703
+243
722
$803K 0.02%
9,737
-1,353
723
$800K 0.02%
18,456
+5,761
724
$799K 0.02%
+4,074
725
$798K 0.02%
76,942
+23,406
27 28
29
30 31