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
$334M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$599K
3 +$577K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$507K
5
BND icon
Vanguard Total Bond Market
BND
+$480K

Sector Composition

1 Technology 2.07%
2 Communication Services 1.13%
3 Healthcare 1.05%
4 Financials 1.05%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$14K ﹤0.01%
230
327
$14K ﹤0.01%
+602
328
$14K ﹤0.01%
+723
329
$14K ﹤0.01%
551
330
$13K ﹤0.01%
241
331
$13K ﹤0.01%
+417
332
$13K ﹤0.01%
+289
333
$13K ﹤0.01%
146
334
$13K ﹤0.01%
213
335
$13K ﹤0.01%
119
336
$13K ﹤0.01%
+704
337
$13K ﹤0.01%
812
338
$13K ﹤0.01%
+873
339
$12K ﹤0.01%
241
340
$12K ﹤0.01%
500
341
$12K ﹤0.01%
625
342
$12K ﹤0.01%
244
343
$12K ﹤0.01%
+200
344
$12K ﹤0.01%
250
345
$12K ﹤0.01%
+85
346
$11K ﹤0.01%
250
347
$11K ﹤0.01%
56
348
$11K ﹤0.01%
+268
349
$11K ﹤0.01%
+1,444
350
$11K ﹤0.01%
356