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
$334M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$599K
3 +$577K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$507K
5
BND icon
Vanguard Total Bond Market
BND
+$480K

Sector Composition

1 Technology 2.07%
2 Communication Services 1.13%
3 Healthcare 1.05%
4 Financials 1.05%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11K ﹤0.01%
209
+159
352
$11K ﹤0.01%
+169
353
$11K ﹤0.01%
66
354
$11K ﹤0.01%
+441
355
$11K ﹤0.01%
210
356
$11K ﹤0.01%
122
357
$11K ﹤0.01%
+79
358
$10K ﹤0.01%
+86
359
$10K ﹤0.01%
126
+1
360
$10K ﹤0.01%
187
361
$10K ﹤0.01%
267
362
$10K ﹤0.01%
125
363
$10K ﹤0.01%
540
364
$10K ﹤0.01%
50
365
$10K ﹤0.01%
90
366
$10K ﹤0.01%
604
-94
367
$10K ﹤0.01%
1,000
368
$9K ﹤0.01%
79
-101
369
$9K ﹤0.01%
57
370
$9K ﹤0.01%
146
371
$9K ﹤0.01%
586
372
$9K ﹤0.01%
374
373
$9K ﹤0.01%
192
374
$9K ﹤0.01%
225
375
$9K ﹤0.01%
+229