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
1401
$5.04K ﹤0.01%
43
-1,270
1402
$2.28K ﹤0.01%
18,147
-2,088
1403
– –
-20,000
1404
– –
-5,752
1405
– –
-89,186
1406
– –
-6,284
1407
– –
-13,922
1408
– –
-10,306
1409
– –
-50,000
1410
– –
-3,424
1411
– –
-43,682
1412
– –
-40,093
1413
– –
-53,727
1414
– –
-37,572
1415
– –
-29,588
1416
– –
-35,000
1417
– –
-8,622
1418
– –
-2,082
1419
– –
-39,340
1420
– –
-7,741
1421
– –
-28,365
1422
– –
-36,360
1423
– –
-60,000
1424
– –
-55,241
1425
– –
-60,000
55 56
57
58 59