TF

TimeScale Financial Portfolio holdings

AUM $463M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$809K
2
+$670K
3
+$627K
4
TJX icon
TJX Companies
TJX
+$320K
5
AAPL icon
Apple
AAPL
+$264K

Top Sells

1
+$1.15M
2
+$919K
3
+$703K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$362K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$229K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.1%
3 Consumer Discretionary 0.99%
4 Communication Services 0.88%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
244
+2
227
$20K 0.01%
604
228
$19K 0.01%
+100
229
$19K 0.01%
315
230
$19K 0.01%
505
231
$19K 0.01%
544
232
$19K 0.01%
351
+4
233
$19K 0.01%
203
234
$19K 0.01%
400
235
$18K 0.01%
180
236
$17K 0.01%
2,000
-1,186
237
$17K 0.01%
173
+1
238
$17K 0.01%
1,885
239
$17K 0.01%
1,674
+37
240
$17K 0.01%
604
-225
241
$17K 0.01%
200
242
$17K 0.01%
+312
243
$17K 0.01%
107
+57
244
$16K ﹤0.01%
303
+1
245
$16K ﹤0.01%
+675
246
$16K ﹤0.01%
211
+2
247
$16K ﹤0.01%
1,058
+14
248
$16K ﹤0.01%
18
249
$16K ﹤0.01%
446
+6
250
$16K ﹤0.01%
90
8 9
10
11 12