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
376
$14.7K 0.01%
+103
377
$14.5K 0.01%
+146
378
$14.4K 0.01%
+454
379
$13.9K 0.01%
+125
380
$13.8K 0.01%
+2,400
381
$13.8K 0.01%
+224
382
$13.7K 0.01%
+250
383
$13.6K 0.01%
+208
384
$13.2K 0.01%
+259
385
$13.1K 0.01%
+166
386
$13.1K 0.01%
+518
387
$13.1K 0.01%
+100
388
$13.1K 0.01%
+75
389
$13K 0.01%
+144
390
$12.9K 0.01%
+75
391
$12.9K 0.01%
+530
392
$12.6K 0.01%
+1,305
393
$12.6K 0.01%
+423
394
$12.5K 0.01%
+726
395
$12.4K 0.01%
+219
396
$12.2K 0.01%
+531
397
$12.1K 0.01%
+651
398
$11.9K 0.01%
+70
399
$11.9K 0.01%
+34
400
$11.9K 0.01%
+158