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
$271M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$7.31M
3
+$6.14M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.16M

Top Sells

1
+$1.64M
2
+$1.54M
3
+$997K
4
VB icon
Vanguard Small-Cap ETF
VB
+$875K
5
TMO icon
Thermo Fisher Scientific
TMO
+$836K

Sector Composition

1 Technology 2.15%
2 Financials 1.28%
3 Communication Services 1.27%
4 Industrials 1.23%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
+244
352
$11K ﹤0.01%
+60
353
$11K ﹤0.01%
+213
354
$10K ﹤0.01%
+1,040
355
$10K ﹤0.01%
+374
356
$10K ﹤0.01%
+210
357
$10K ﹤0.01%
+540
358
$10K ﹤0.01%
+50
359
$10K ﹤0.01%
+122
360
$10K ﹤0.01%
+90
361
$10K ﹤0.01%
+92
362
$10K ﹤0.01%
+698
363
$9K ﹤0.01%
+92
364
$9K ﹤0.01%
+57
365
$9K ﹤0.01%
+241
366
$9K ﹤0.01%
+56
367
$9K ﹤0.01%
+146
368
$9K ﹤0.01%
+586
369
$9K ﹤0.01%
+192
370
$9K ﹤0.01%
+225
371
$9K ﹤0.01%
+24
372
$9K ﹤0.01%
+160
373
$9K ﹤0.01%
+240
374
$8K ﹤0.01%
+250
375
$8K ﹤0.01%
+500
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