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

Top Buys

1 +$809K
2 +$670K
3 +$627K
4
TJX icon
TJX Companies
TJX
+$320K
5
AAPL icon
Apple
AAPL
+$264K

Top Sells

1 +$1.15M
2 +$919K
3 +$703K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$362K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$229K

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%
408
+9
352
$5K ﹤0.01%
+126
353
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105
354
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138
-257
355
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129
+1
356
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+140
357
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362
+7
358
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200
359
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48
360
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170
361
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+300
362
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49
364
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+10
365
$4K ﹤0.01%
320
+7
366
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57
+1
367
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+100
368
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50
369
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75
370
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30
-135
371
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32
+1
372
$4K ﹤0.01%
98
373
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119
+1
374
$4K ﹤0.01%
206
375
$4K ﹤0.01%
40