T

Tidemark Portfolio holdings

AUM $343M
1-Year Est. Return 13.85%
This Quarter Est. Return
1 Year Est. Return
+13.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
690
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.02%
2 Consumer Discretionary 2.98%
3 Healthcare 1.63%
4 Industrials 1.06%
5 Communication Services 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$32.4K 0.02%
+1,446
277
$32.3K 0.02%
+418
278
$32.1K 0.02%
+279
279
$31K 0.02%
+300
280
$30.7K 0.02%
+282
281
$30.6K 0.02%
+1,444
282
$30.5K 0.02%
+210
283
$29.7K 0.02%
+285
284
$29.7K 0.02%
+652
285
$29.7K 0.02%
+554
286
$29.6K 0.02%
+365
287
$29.2K 0.02%
+749
288
$29.1K 0.02%
+50
289
$29K 0.02%
+319
290
$28.9K 0.02%
+274
291
$28.8K 0.02%
+465
292
$28.7K 0.02%
+1,148
293
$28.6K 0.02%
+525
294
$27.7K 0.02%
+1,336
295
$27.7K 0.02%
+596
296
$27.3K 0.02%
+123
297
$27.2K 0.02%
+619
298
$26.9K 0.02%
+824
299
$26.8K 0.02%
+346
300
$26K 0.02%
+2,301