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
351
$17K 0.01%
+755
352
$17K 0.01%
+125
353
$16.9K 0.01%
+270
354
$16.7K 0.01%
+335
355
$16.7K 0.01%
+104
356
$16.6K 0.01%
+1,366
357
$16.6K 0.01%
+105
358
$16.5K 0.01%
+277
359
$16.2K 0.01%
+67
360
$16.1K 0.01%
+948
361
$16K 0.01%
+702
362
$16K 0.01%
+71
363
$15.9K 0.01%
+370
364
$15.9K 0.01%
+68
365
$15.9K 0.01%
+90
366
$15.9K 0.01%
+47
367
$15.8K 0.01%
+225
368
$15.5K 0.01%
+695
369
$15.4K 0.01%
+70
370
$15.2K 0.01%
+411
371
$15.1K 0.01%
+124
372
$14.9K 0.01%
+648
373
$14.8K 0.01%
+112
374
$14.7K 0.01%
+100
375
$14.7K 0.01%
+322