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
$334M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$599K
3 +$577K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$507K
5
BND icon
Vanguard Total Bond Market
BND
+$480K

Sector Composition

1 Technology 2.07%
2 Communication Services 1.13%
3 Healthcare 1.05%
4 Financials 1.05%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$17K 0.01%
180
302
$17K 0.01%
+777
303
$16K ﹤0.01%
600
304
$16K ﹤0.01%
6,375
305
$16K ﹤0.01%
66
306
$16K ﹤0.01%
390
307
$16K ﹤0.01%
152
308
$16K ﹤0.01%
150
309
$16K ﹤0.01%
167
-1
310
$16K ﹤0.01%
+55
311
$16K ﹤0.01%
328
312
$16K ﹤0.01%
206
313
$15K ﹤0.01%
+576
314
$15K ﹤0.01%
315
+215
315
$15K ﹤0.01%
264
316
$15K ﹤0.01%
+1,368
317
$15K ﹤0.01%
325
318
$15K ﹤0.01%
244
+2
319
$15K ﹤0.01%
738
320
$15K ﹤0.01%
614
321
$15K ﹤0.01%
+929
322
$15K ﹤0.01%
+332
323
$14K ﹤0.01%
528
324
$14K ﹤0.01%
153
325
$14K ﹤0.01%
544