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
1251
$243K 0.01%
+2,995
1252
$243K 0.01%
+8,843
1253
$243K 0.01%
1,102
-78
1254
$242K 0.01%
+2,185
1255
$241K 0.01%
+17,521
1256
$240K 0.01%
85,071
-16,750
1257
$238K 0.01%
+9,911
1258
$238K 0.01%
5,299
-3,928
1259
$238K 0.01%
+2,874
1260
$236K 0.01%
6,417
-4,024
1261
$236K 0.01%
4,781
-273
1262
$235K 0.01%
5,363
-6,367
1263
$233K 0.01%
7,047
-807
1264
$233K 0.01%
35,003
+5,533
1265
$233K 0.01%
+3,248
1266
$232K 0.01%
2,808
-487
1267
$232K 0.01%
+958
1268
$231K 0.01%
1,561
+98
1269
$231K 0.01%
+3,484
1270
$231K 0.01%
+752
1271
$229K 0.01%
+756
1272
$229K 0.01%
+1,273
1273
$229K 0.01%
10,039
-4,282
1274
$228K 0.01%
+1,162
1275
$228K 0.01%
+658
49 50
51
52 53