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
251
$14K ﹤0.01%
96
+48
252
$14K ﹤0.01%
+354
253
$14K ﹤0.01%
195
254
$14K ﹤0.01%
651
255
$14K ﹤0.01%
104
256
$14K ﹤0.01%
200
257
$14K ﹤0.01%
231
-3
258
$13K ﹤0.01%
126
+5
259
$13K ﹤0.01%
115
260
$13K ﹤0.01%
236
+160
261
$13K ﹤0.01%
+73
262
$13K ﹤0.01%
345
+2
263
$13K ﹤0.01%
100
264
$13K ﹤0.01%
255
265
$13K ﹤0.01%
169
+1
266
$13K ﹤0.01%
43
+10
267
$13K ﹤0.01%
435
+52
268
$12K ﹤0.01%
468
269
$12K ﹤0.01%
131
+1
270
$12K ﹤0.01%
43
+17
271
$12K ﹤0.01%
44
272
$12K ﹤0.01%
338
+2
273
$12K ﹤0.01%
92
+87
274
$12K ﹤0.01%
+209
275
$12K ﹤0.01%
130
9 10
11
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