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
$344M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.11M
3
+$365K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$181K
5
AAPL icon
Apple
AAPL
+$172K

Top Sells

1
+$177K
2
+$134K
3
+$56.6K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$31.9K
5
MMM icon
3M
MMM
+$30.3K

Sector Composition

1 Technology 3.22%
2 Healthcare 1.37%
3 Financials 1.11%
4 Consumer Discretionary 0.9%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
510
227
$21K 0.01%
204
228
$21K 0.01%
360
+83
229
$20K 0.01%
497
-538
230
$20K 0.01%
98
+47
231
$19K 0.01%
666
232
$19K 0.01%
702
233
$18K 0.01%
158
+34
234
$18K 0.01%
504
-1
235
$18K 0.01%
192
+75
236
$18K 0.01%
68
237
$18K 0.01%
531
+1
238
$18K 0.01%
121
+60
239
$18K 0.01%
290
240
$17K ﹤0.01%
539
+9
241
$17K ﹤0.01%
1,507
+7
242
$17K ﹤0.01%
380
+200
243
$17K ﹤0.01%
360
+2
244
$16K ﹤0.01%
59
245
$16K ﹤0.01%
445
+3
246
$16K ﹤0.01%
194
+75
247
$16K ﹤0.01%
300
248
$15K ﹤0.01%
75
249
$15K ﹤0.01%
232
+1
250
$15K ﹤0.01%
200
8 9
10
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