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
276
$14K ﹤0.01%
+203
277
$14K ﹤0.01%
255
+5
278
$14K ﹤0.01%
228
279
$14K ﹤0.01%
+200
280
$14K ﹤0.01%
34
-50
281
$14K ﹤0.01%
57
282
$14K ﹤0.01%
379
283
$13K ﹤0.01%
116
284
$13K ﹤0.01%
223
+3
285
$13K ﹤0.01%
51
+1
286
$13K ﹤0.01%
131
+1
287
$13K ﹤0.01%
53
+45
288
$12K ﹤0.01%
+104
289
$12K ﹤0.01%
370
+4
290
$12K ﹤0.01%
245
+2
291
$12K ﹤0.01%
167
-318
292
$12K ﹤0.01%
215
293
$12K ﹤0.01%
100
294
$12K ﹤0.01%
77
+76
295
$12K ﹤0.01%
152
296
$12K ﹤0.01%
234
+2
297
$12K ﹤0.01%
340
298
$12K ﹤0.01%
126
299
$11K ﹤0.01%
213
+100
300
$11K ﹤0.01%
614
10 11
12
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