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
326
$20.7K 0.01%
+101
327
$20.4K 0.01%
+157
328
$20.3K 0.01%
+90
329
$20.3K 0.01%
+865
330
$20.1K 0.01%
+108
331
$19.9K 0.01%
+551
332
$19.8K 0.01%
+699
333
$19.8K 0.01%
+512
334
$19.7K 0.01%
+375
335
$19.6K 0.01%
+220
336
$19.4K 0.01%
+621
337
$19.1K 0.01%
+323
338
$19.1K 0.01%
+425
339
$19K 0.01%
+634
340
$18.8K 0.01%
+886
341
$18.2K 0.01%
+435
342
$18.2K 0.01%
+162
343
$18.1K 0.01%
+977
344
$17.9K 0.01%
+209
345
$17.6K 0.01%
+1,022
346
$17.5K 0.01%
+536
347
$17.5K 0.01%
+254
348
$17.4K 0.01%
+364
349
$17.4K 0.01%
+75
350
$17K 0.01%
+687