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
301
$11K ﹤0.01%
126
+1
302
$11K ﹤0.01%
245
303
$11K ﹤0.01%
152
+1
304
$11K ﹤0.01%
112
305
$11K ﹤0.01%
+44
306
$11K ﹤0.01%
267
307
$11K ﹤0.01%
249
+1
308
$11K ﹤0.01%
243
+1
309
$11K ﹤0.01%
+630
310
$11K ﹤0.01%
117
311
$11K ﹤0.01%
+94
312
$11K ﹤0.01%
44
+10
313
$11K ﹤0.01%
200
314
$11K ﹤0.01%
100
+1
315
$11K ﹤0.01%
201
316
$11K ﹤0.01%
1,144
317
$11K ﹤0.01%
368
+6
318
$10K ﹤0.01%
68
319
$10K ﹤0.01%
786
+95
320
$10K ﹤0.01%
+150
321
$10K ﹤0.01%
127
322
$10K ﹤0.01%
186
323
$10K ﹤0.01%
393
+1
324
$10K ﹤0.01%
397
+1
325
$9K ﹤0.01%
54
11 12
13
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