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
276
$11K ﹤0.01%
+142
277
$11K ﹤0.01%
250
278
$11K ﹤0.01%
228
+3
279
$11K ﹤0.01%
+489
280
$11K ﹤0.01%
+200
281
$11K ﹤0.01%
213
+3
282
$11K ﹤0.01%
100
283
$10K ﹤0.01%
394
+2
284
$10K ﹤0.01%
+35
285
$10K ﹤0.01%
487
+12
286
$10K ﹤0.01%
121
287
$10K ﹤0.01%
244
+1
288
$10K ﹤0.01%
+42
289
$10K ﹤0.01%
444
290
$10K ﹤0.01%
50
291
$10K ﹤0.01%
390
-101
292
$10K ﹤0.01%
126
293
$9K ﹤0.01%
54
+22
294
$9K ﹤0.01%
56
-49
295
$9K ﹤0.01%
150
296
$9K ﹤0.01%
360
+4
297
$9K ﹤0.01%
60
+1
298
$9K ﹤0.01%
175
299
$9K ﹤0.01%
79
300
$9K ﹤0.01%
+128
10 11
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