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
$387M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$715K
3 +$661K
4
AAPL icon
Apple
AAPL
+$649K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$473K

Top Sells

1 +$3.09M
2 +$923K
3 +$882K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$347K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$289K

Sector Composition

1 Technology 2.89%
2 Healthcare 1.04%
3 Consumer Discretionary 1.02%
4 Financials 0.97%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K ﹤0.01%
142
+2
352
$7K ﹤0.01%
84
353
$7K ﹤0.01%
132
+1
354
$7K ﹤0.01%
610
355
$7K ﹤0.01%
51
+38
356
$7K ﹤0.01%
113
357
$7K ﹤0.01%
107
+1
358
$7K ﹤0.01%
+100
359
$6K ﹤0.01%
691
-15
360
$6K ﹤0.01%
150
+3
361
$6K ﹤0.01%
423
+8
362
$6K ﹤0.01%
+15
363
$6K ﹤0.01%
30
364
$6K ﹤0.01%
4,200
365
$6K ﹤0.01%
+42
366
$6K ﹤0.01%
205
+1
367
$6K ﹤0.01%
+200
368
$6K ﹤0.01%
104
-251
369
$6K ﹤0.01%
139
370
$6K ﹤0.01%
+15
371
$6K ﹤0.01%
30
372
$5K ﹤0.01%
+160
373
$5K ﹤0.01%
+213
374
$5K ﹤0.01%
50
375
$5K ﹤0.01%
+51