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
$420M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.3M
3
+$1.22M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$703K

Top Sells

1
+$218K
2
+$205K
3
+$153K
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$117K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$110K

Sector Composition

1 Technology 2.99%
2 Healthcare 1.04%
3 Consumer Discretionary 0.99%
4 Financials 0.95%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K ﹤0.01%
503
+7
252
$19K ﹤0.01%
588
253
$19K ﹤0.01%
176
+1
254
$19K ﹤0.01%
350
+1
255
$18K ﹤0.01%
+651
256
$18K ﹤0.01%
76
257
$18K ﹤0.01%
212
258
$18K ﹤0.01%
934
-111
259
$18K ﹤0.01%
200
260
$18K ﹤0.01%
18
261
$18K ﹤0.01%
+1,026
262
$17K ﹤0.01%
200
263
$17K ﹤0.01%
368
+1
264
$17K ﹤0.01%
201
+36
265
$16K ﹤0.01%
430
+3
266
$16K ﹤0.01%
67
267
$15K ﹤0.01%
26
-12
268
$15K ﹤0.01%
115
269
$15K ﹤0.01%
123
+1
270
$15K ﹤0.01%
+130
271
$15K ﹤0.01%
119
-48
272
$15K ﹤0.01%
190
+1
273
$14K ﹤0.01%
59
274
$14K ﹤0.01%
386
+3
275
$14K ﹤0.01%
229
9 10
11
12 13