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
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$436K
3 +$371K
4
MTB icon
M&T Bank
MTB
+$336K
5
PG icon
Procter & Gamble
PG
+$205K

Top Sells

1 +$915K
2 +$432K
3 +$357K
4
UPS icon
United Parcel Service
UPS
+$303K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$280K

Sector Composition

1 Technology 3.04%
2 Healthcare 1.28%
3 Financials 1.02%
4 Consumer Discretionary 0.78%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K ﹤0.01%
252
302
$9K ﹤0.01%
137
+1
303
$9K ﹤0.01%
201
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$9K ﹤0.01%
391
+6
305
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61
306
$9K ﹤0.01%
169
+2
307
$9K ﹤0.01%
404
308
$9K ﹤0.01%
340
309
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244
+3
310
$9K ﹤0.01%
85
311
$9K ﹤0.01%
121
+1
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$8K ﹤0.01%
68
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$8K ﹤0.01%
530
314
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-18
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138
-29
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$8K ﹤0.01%
105
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140
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$8K ﹤0.01%
48
319
$8K ﹤0.01%
270
320
$8K ﹤0.01%
1,144
321
$8K ﹤0.01%
30
322
$7K ﹤0.01%
165
+3
323
$7K ﹤0.01%
136
-34
324
$7K ﹤0.01%
24
325
$7K ﹤0.01%
259
+3