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
$387M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$715K
3 +$661K
4
AAPL icon
Apple
AAPL
+$649K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$473K

Top Sells

1 +$3.09M
2 +$923K
3 +$882K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$347K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$289K

Sector Composition

1 Technology 2.89%
2 Healthcare 1.04%
3 Consumer Discretionary 1.02%
4 Financials 0.97%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$10K ﹤0.01%
+190
327
$10K ﹤0.01%
340
328
$10K ﹤0.01%
392
+1
329
$10K ﹤0.01%
396
+1
330
$9K ﹤0.01%
1,000
331
$9K ﹤0.01%
187
332
$9K ﹤0.01%
+24
333
$9K ﹤0.01%
152
+2
334
$9K ﹤0.01%
105
335
$9K ﹤0.01%
+266
336
$9K ﹤0.01%
34
+2
337
$9K ﹤0.01%
+93
338
$9K ﹤0.01%
162
+1
339
$9K ﹤0.01%
642
340
$9K ﹤0.01%
151
341
$9K ﹤0.01%
+134
342
$8K ﹤0.01%
170
343
$8K ﹤0.01%
59
+6
344
$8K ﹤0.01%
200
345
$8K ﹤0.01%
48
346
$8K ﹤0.01%
+148
347
$8K ﹤0.01%
+29
348
$7K ﹤0.01%
54
349
$7K ﹤0.01%
75
350
$7K ﹤0.01%
228
+168