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
$342M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1 +$809K
2 +$670K
3 +$627K
4
TJX icon
TJX Companies
TJX
+$320K
5
AAPL icon
Apple
AAPL
+$264K

Top Sells

1 +$1.15M
2 +$919K
3 +$703K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$362K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$229K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.1%
3 Consumer Discretionary 0.99%
4 Communication Services 0.88%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K ﹤0.01%
241
327
$7K ﹤0.01%
229
-100
328
$7K ﹤0.01%
+500
329
$7K ﹤0.01%
+45
330
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211
331
$7K ﹤0.01%
159
+2
332
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106
+1
333
$7K ﹤0.01%
34
334
$7K ﹤0.01%
1,000
335
$6K ﹤0.01%
+46
336
$6K ﹤0.01%
170
337
$6K ﹤0.01%
377
+7
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$6K ﹤0.01%
+250
339
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+40
340
$6K ﹤0.01%
187
341
$6K ﹤0.01%
610
342
$6K ﹤0.01%
202
+1
343
$5K ﹤0.01%
+140
344
$5K ﹤0.01%
145
+3
345
$5K ﹤0.01%
+46
346
$5K ﹤0.01%
+63
347
$5K ﹤0.01%
1,000
348
$5K ﹤0.01%
128
349
$5K ﹤0.01%
75
350
$5K ﹤0.01%
+22