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
$296M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Sells

1 +$1.61M
2 +$1.37M
3 +$1.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$675K

Sector Composition

1 Technology 2.05%
2 Communication Services 1.22%
3 Industrials 1.13%
4 Financials 1.08%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$9K ﹤0.01%
92
352
$9K ﹤0.01%
267
-307
353
$9K ﹤0.01%
586
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90
359
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105
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$8K ﹤0.01%
1,040
361
$8K ﹤0.01%
57
362
$8K ﹤0.01%
241
363
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31
+7
365
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366
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367
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+211
368
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240
369
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370
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3,365
371
$7K ﹤0.01%
44
372
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+250
373
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50
374
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+241
375
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350