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
$344M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.11M
3 +$365K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$181K
5
AAPL icon
Apple
AAPL
+$172K

Top Sells

1 +$177K
2 +$134K
3 +$56.6K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$31.9K
5
MMM icon
3M
MMM
+$30.3K

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%
1,522
+38
327
$8K ﹤0.01%
105
328
$8K ﹤0.01%
252
329
$8K ﹤0.01%
1,144
330
$8K ﹤0.01%
400
+9
331
$8K ﹤0.01%
47
332
$8K ﹤0.01%
335
333
$8K ﹤0.01%
246
+2
334
$8K ﹤0.01%
85
335
$8K ﹤0.01%
121
336
$8K ﹤0.01%
+58
337
$8K ﹤0.01%
136
338
$8K ﹤0.01%
24
339
$8K ﹤0.01%
115
340
$7K ﹤0.01%
261
+2
341
$7K ﹤0.01%
530
342
$7K ﹤0.01%
229
343
$7K ﹤0.01%
203
-1
344
$7K ﹤0.01%
+17
345
$7K ﹤0.01%
94
346
$7K ﹤0.01%
84
347
$7K ﹤0.01%
140
348
$7K ﹤0.01%
+2,478
349
$7K ﹤0.01%
523
350
$7K ﹤0.01%
+70