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
401
$11.7K 0.01%
+96
402
$11.7K 0.01%
+106
403
$11.7K 0.01%
+123
404
$11.6K 0.01%
+584
405
$11.5K 0.01%
+1,022
406
$11.5K 0.01%
+325
407
$11.4K 0.01%
+14
408
$11.2K 0.01%
+100
409
$11.2K 0.01%
+228
410
$11.2K 0.01%
+108
411
$11.1K 0.01%
+146
412
$11K 0.01%
+380
413
$10.8K 0.01%
+462
414
$10.8K 0.01%
+154
415
$10.7K 0.01%
+167
416
$10.5K 0.01%
+18
417
$10.4K 0.01%
+250
418
$10.4K 0.01%
+54
419
$10.3K 0.01%
+254
420
$10.1K 0.01%
+336
421
$9.96K 0.01%
+152
422
$9.95K 0.01%
+2,875
423
$9.92K 0.01%
+699
424
$9.87K 0.01%
+125
425
$9.8K 0.01%
+207