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T
Tidemark Portfolio holdings
AUM
$393M
1-Year Est. Return
16.18%
This Fund
S&P 500
This Quarter
Est. Return
+1.83%
1 Year Est. Return
+16.18%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$352M
AUM Growth
+$8.68M
(+2.5%)
Cap. Flow
+$3.37M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
44.15%
Holding
716
New
44
Increased
117
Reduced
150
Closed
58
Top Buys
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$15.9M |
| 2 |
First Trust Long Duration Opportunities ETF
LGOV
|
+$12.4M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$9.65M |
| 4 |
WisdomTree Managed Futures Strategy Fund
WTMF
|
+$9.59M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$2.06M |
Top Sells
| 1 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$17.3M |
| 2 |
iShares S&P 500 Value ETF
IVE
|
+$15M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$11.3M |
| 4 |
iShares S&P 100 ETF
OEF
|
+$4.41M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.41M |
Sector Composition
| 1 | Technology | 3.89% |
| 2 | Consumer Discretionary | 2% |
| 3 | Healthcare | 1.08% |
| 4 | Communication Services | 0.92% |
| 5 | Industrials | 0.84% |
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