TF

TimeScale Financial Portfolio holdings

AUM $463M
1-Year Est. Return 12.48%
This Fund
S&P 500
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 +$1.96M
2 +$1.24M
3 +$402K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$199K
5
AAPL icon
Apple
AAPL
+$196K

Top Sells

1 +$197K
2 +$149K
3 +$59.5K
4
MMM icon
3M
MMM
+$37K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$33.8K

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
326
$8K ﹤0.01%
174
+1
327
$8K ﹤0.01%
163
328
$8K ﹤0.01%
1,522
+38
329
$8K ﹤0.01%
105
330
$8K ﹤0.01%
252
331
$8K ﹤0.01%
1,144
332
$8K ﹤0.01%
400
+9
333
$8K ﹤0.01%
47
334
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335
335
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246
+2
336
$8K ﹤0.01%
85
337
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121
338
$8K ﹤0.01%
+58
339
$8K ﹤0.01%
531
340
$7K ﹤0.01%
170
+1
341
$7K ﹤0.01%
261
+2
342
$7K ﹤0.01%
530
343
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344
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-1
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346
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94
347
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84
348
$7K ﹤0.01%
140
349
$7K ﹤0.01%
+2,478
350
$7K ﹤0.01%
523