TF

TimeScale Financial Portfolio holdings

AUM $463M
1-Year Est. Return 12.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$634K
3
+$582K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$512K
5
AAPL icon
Apple
AAPL
+$253K

Top Sells

1
+$512K
2
+$459K
3
+$229K
4
ONEM
1Life Healthcare
ONEM
+$179K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$143K

Sector Composition

1 Technology 3.42%
2 Healthcare 1.3%
3 Financials 1.03%
4 Consumer Discretionary 0.95%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
1,450
+30
302
$10K ﹤0.01%
229
303
$10K ﹤0.01%
74
-27
304
$10K ﹤0.01%
1,144
305
$10K ﹤0.01%
350
306
$10K ﹤0.01%
+100
307
$10K ﹤0.01%
167
+1
308
$10K ﹤0.01%
150
+100
309
$10K ﹤0.01%
404
310
$10K ﹤0.01%
397
+1
311
$10K ﹤0.01%
126
312
$10K ﹤0.01%
170
+1
313
$10K ﹤0.01%
24
314
$9K ﹤0.01%
246
+1
315
$9K ﹤0.01%
105
316
$9K ﹤0.01%
94
317
$9K ﹤0.01%
136
+1
318
$9K ﹤0.01%
245
-7
319
$9K ﹤0.01%
48
320
$9K ﹤0.01%
270
321
$9K ﹤0.01%
186
322
$9K ﹤0.01%
120
+1
323
$9K ﹤0.01%
530
324
$9K ﹤0.01%
153
325
$9K ﹤0.01%
167
11 12
13
14 15