T

Tidemark Portfolio holdings

AUM $310M
1-Year Est. Return 12.98%
This Quarter Est. Return
1 Year Est. Return
+12.98%
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
426
$9.79K 0.01%
+34
427
$9.78K 0.01%
+376
428
$9.61K 0.01%
+395
429
$9.61K 0.01%
+95
430
$9.56K 0.01%
+230
431
$9.54K 0.01%
+194
432
$9.45K 0.01%
+75
433
$9.4K 0.01%
+945
434
$9.38K 0.01%
+100
435
$9.35K 0.01%
+159
436
$9.28K 0.01%
+230
437
$9.14K 0.01%
+57
438
$9.11K 0.01%
+91
439
$9.08K 0.01%
+127
440
$9.04K 0.01%
+335
441
$8.7K 0.01%
+330
442
$8.47K 0.01%
+84
443
$8.31K 0.01%
+56
444
$8.1K 0.01%
+134
445
$8.07K 0.01%
+131
446
$7.95K 0.01%
+294
447
$7.79K ﹤0.01%
+72
448
$7.78K ﹤0.01%
+140
449
$7.71K ﹤0.01%
+101
450
$7.66K ﹤0.01%
+160