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
$425M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$612K
3 +$558K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$504K
5
AAPL icon
Apple
AAPL
+$262K

Sector Composition

1 Technology 3.42%
2 Healthcare 1.3%
3 Financials 1.03%
4 Consumer Discretionary 0.95%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$8K ﹤0.01%
214
+2
327
$8K ﹤0.01%
39
+17
328
$8K ﹤0.01%
48
329
$8K ﹤0.01%
256
+3
330
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203
+1
331
$8K ﹤0.01%
119
332
$8K ﹤0.01%
127
333
$8K ﹤0.01%
4,200
334
$8K ﹤0.01%
140
335
$8K ﹤0.01%
710
+100
336
$8K ﹤0.01%
+140
337
$8K ﹤0.01%
553
338
$8K ﹤0.01%
30
339
$7K ﹤0.01%
68
340
$7K ﹤0.01%
162
+3
341
$7K ﹤0.01%
86
342
$7K ﹤0.01%
230
343
$7K ﹤0.01%
+558
344
$7K ﹤0.01%
84
345
$7K ﹤0.01%
200
346
$7K ﹤0.01%
18
347
$7K ﹤0.01%
38
348
$7K ﹤0.01%
200
349
$7K ﹤0.01%
105
+1
350
$7K ﹤0.01%
139