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
301
$9K ﹤0.01%
351
302
$9K ﹤0.01%
+54
303
$9K ﹤0.01%
152
304
$9K ﹤0.01%
+150
305
$9K ﹤0.01%
115
306
$9K ﹤0.01%
340
307
$8K ﹤0.01%
+102
308
$8K ﹤0.01%
+500
309
$8K ﹤0.01%
+77
310
$8K ﹤0.01%
150
311
$8K ﹤0.01%
267
312
$8K ﹤0.01%
149
+2
313
$8K ﹤0.01%
126
+1
314
$8K ﹤0.01%
+86
315
$8K ﹤0.01%
4,200
316
$8K ﹤0.01%
201
+1
317
$8K ﹤0.01%
+63
318
$8K ﹤0.01%
+37
319
$8K ﹤0.01%
597
+20
320
$8K ﹤0.01%
+67
321
$8K ﹤0.01%
+251
322
$8K ﹤0.01%
344
+4
323
$7K ﹤0.01%
+201
324
$7K ﹤0.01%
112
325
$7K ﹤0.01%
243
+1