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
$342M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$636K
3
+$626K
4
TJX icon
TJX Companies
TJX
+$302K
5
AAPL icon
Apple
AAPL
+$247K

Top Sells

1
+$1.13M
2
+$915K
3
+$707K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$358K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$227K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.1%
3 Consumer Discretionary 0.99%
4 Communication Services 0.88%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
+22
352
$5K ﹤0.01%
408
+9
353
$5K ﹤0.01%
+126
354
$5K ﹤0.01%
105
355
$5K ﹤0.01%
138
-257
356
$5K ﹤0.01%
129
+1
357
$5K ﹤0.01%
+140
358
$5K ﹤0.01%
362
+7
359
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+20
360
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49
361
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24
+10
362
$5K ﹤0.01%
48
363
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170
364
$5K ﹤0.01%
+300
365
$4K ﹤0.01%
+100
366
$4K ﹤0.01%
50
367
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75
368
$4K ﹤0.01%
30
-135
369
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32
+1
370
$4K ﹤0.01%
98
371
$4K ﹤0.01%
206
372
$4K ﹤0.01%
119
+1
373
$4K ﹤0.01%
320
+7
374
$4K ﹤0.01%
57
+1
375
$4K ﹤0.01%
40
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