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
676
$165 ﹤0.01%
+59
677
$154 ﹤0.01%
+9
678
$128 ﹤0.01%
+13
679
$122 ﹤0.01%
+25
680
$121 ﹤0.01%
+6
681
$117 ﹤0.01%
+19
682
$94 ﹤0.01%
+5
683
$83 ﹤0.01%
+2
684
$76 ﹤0.01%
+2
685
$56 ﹤0.01%
+3
686
$42 ﹤0.01%
+2
687
$28 ﹤0.01%
+3
688
$20 ﹤0.01%
+4
689
$5 ﹤0.01%
+2
690
$3 ﹤0.01%
+1