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%
+22
352
$5K ﹤0.01%
408
+9
353
$5K ﹤0.01%
+126
354
$5K ﹤0.01%
105
355
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138
-257
356
$5K ﹤0.01%
129
+1
357
$5K ﹤0.01%
+140
358
$5K ﹤0.01%
362
+7
359
$5K ﹤0.01%
48
360
$5K ﹤0.01%
170
361
$5K ﹤0.01%
+300
362
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+20
363
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49
364
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24
+10
365
$4K ﹤0.01%
+100
366
$4K ﹤0.01%
50
367
$4K ﹤0.01%
75
368
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32
+1
369
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98
370
$4K ﹤0.01%
119
+1
371
$4K ﹤0.01%
320
+7
372
$4K ﹤0.01%
57
+1
373
$4K ﹤0.01%
206
374
$4K ﹤0.01%
40
375
$4K ﹤0.01%
87
+1