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
$441M
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
679
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$10.4M
3 +$10.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$8.55M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.56M

Sector Composition

1 Technology 3.21%
2 Healthcare 1.04%
3 Financials 0.89%
4 Consumer Discretionary 0.74%
5 Communication Services 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WEN icon
226
Wendy's
WEN
$1.63B
$36.7K 0.01%
1,685
+29
HBAN icon
227
Huntington Bancshares
HBAN
$26.8B
$36.3K 0.01%
3,242
+70
MET icon
228
MetLife
MET
$51.1B
$35.9K 0.01%
620
+6
TIP icon
229
iShares TIPS Bond ETF
TIP
$14.5B
$35.8K 0.01%
325
+2
MRVL icon
230
Marvell Technology
MRVL
$86.4B
$35.6K 0.01%
821
+21
HOG icon
231
Harley-Davidson
HOG
$2.89B
$35.5K 0.01%
936
+8
SDVY icon
232
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.31B
$34.5K 0.01%
+1,295
PSMM
233
DELISTED
Invesco Moderately Conservative Multi-Asset Allocation ETF
PSMM
$34.5K 0.01%
+2,505
SCHX icon
234
Schwab US Large- Cap ETF
SCHX
$63B
$34.4K 0.01%
2,136
+435
BP icon
235
BP
BP
$95.1B
$33.6K 0.01%
885
+769
HOLX icon
236
Hologic
HOLX
$16.7B
$33.6K 0.01%
416
ECL icon
237
Ecolab
ECL
$74.9B
$33.2K 0.01%
201
+2
MEAR icon
238
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.3B
$33.1K 0.01%
+663
SOFI icon
239
SoFi Technologies
SOFI
$35.1B
$32.7K 0.01%
5,380
PRU icon
240
Prudential Financial
PRU
$38.3B
$31.9K 0.01%
386
+11
AES icon
241
AES
AES
$9.76B
$31.3K 0.01%
1,299
+16
YUM icon
242
Yum! Brands
YUM
$41.2B
$30.9K 0.01%
+234
IVE icon
243
iShares S&P 500 Value ETF
IVE
$47.5B
$30.4K 0.01%
+200
CGNX icon
244
Cognex
CGNX
$6.32B
$30.1K 0.01%
607
+2
NEM icon
245
Newmont
NEM
$97.8B
$29.6K 0.01%
604
+11
IFRA icon
246
iShares US Infrastructure ETF
IFRA
$3.15B
$29.5K 0.01%
791
+587
ESML icon
247
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.03B
$29.4K 0.01%
866
-920
HUBS icon
248
HubSpot
HUBS
$19.6B
$29.2K 0.01%
68
ORI icon
249
Old Republic International
ORI
$10.9B
$29.1K 0.01%
1,166
+23
BIIB icon
250
Biogen
BIIB
$26.5B
$28.9K 0.01%
104