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
$365M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Sells

1 +$5.85M
2 +$4.54M
3 +$4.03M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.29M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.17M

Sector Composition

1 Technology 2.87%
2 Healthcare 1.05%
3 Consumer Discretionary 1.05%
4 Communication Services 0.91%
5 Financials 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$8K ﹤0.01%
112
302
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+1
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$8K ﹤0.01%
105
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$7K ﹤0.01%
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1,000
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+235
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$6K ﹤0.01%
147
+2
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$6K ﹤0.01%
128
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$6K ﹤0.01%
126
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53
+10
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$6K ﹤0.01%
84
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$6K ﹤0.01%
204
+2