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
$11.8B
AUM Growth
-$345M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,959
New
Increased
Reduced
Closed

Top Buys

1
+$67.5M
2
+$59.7M
3
+$43.2M
4
ACN icon
Accenture
ACN
+$38.7M
5
TSLY icon
YieldMax TSLA Option Income Strategy ETF
TSLY
+$30.2M

Top Sells

1
+$63.9M
2
+$33.8M
3
+$33.7M
4
LMT icon
Lockheed Martin
LMT
+$28.7M
5
HCA icon
HCA Healthcare
HCA
+$27.4M

Sector Composition

1 Technology 22.82%
2 Financials 10.3%
3 Materials 9%
4 Industrials 7.54%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-3,424
1927
– –
-6,119
1928
– –
-2,031
1929
– –
-14,480
1930
– –
-6,639
1931
– –
-20,754
1932
– –
-7,277
1933
– –
-3,101
1934
– –
-13,413
1935
– –
-21,584
1936
– –
-12,341
1937
– –
-13,186
1938
– –
-209,895
1939
– –
-6,692
1940
– –
-19,959
1941
– –
-260,719
1942
– –
-2,548
1943
– –
-127,659
1944
– –
-38,360
1945
– –
-96,459
1946
– –
-19,825
1947
– –
-10,331
1948
– –
-400,000
1949
– –
-117,873
1950
– –
-13,296
75 76 77
78
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