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
$344M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.11M
3
+$365K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$181K
5
AAPL icon
Apple
AAPL
+$172K

Top Sells

1
+$177K
2
+$134K
3
+$56.6K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$31.9K
5
MMM icon
3M
MMM
+$30.3K

Sector Composition

1 Technology 3.22%
2 Healthcare 1.37%
3 Financials 1.11%
4 Consumer Discretionary 0.9%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
398
302
$9K ﹤0.01%
59
+51
303
$9K ﹤0.01%
404
304
$9K ﹤0.01%
340
305
$9K ﹤0.01%
112
-1
306
$9K ﹤0.01%
+80
307
$9K ﹤0.01%
247
308
$9K ﹤0.01%
600
309
$9K ﹤0.01%
159
+1
310
$9K ﹤0.01%
100
-337
311
$9K ﹤0.01%
138
+1
312
$9K ﹤0.01%
201
313
$9K ﹤0.01%
+45
314
$9K ﹤0.01%
30
315
$9K ﹤0.01%
460
316
$9K ﹤0.01%
126
317
$8K ﹤0.01%
+51
318
$8K ﹤0.01%
+64
319
$8K ﹤0.01%
70
-1
320
$8K ﹤0.01%
1,639
321
$8K ﹤0.01%
14
+9
322
$8K ﹤0.01%
257
323
$8K ﹤0.01%
174
+1
324
$8K ﹤0.01%
163
325
$8K ﹤0.01%
531
11 12
13
14 15