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
$420M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$4.3M
3
+$1.22M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.08M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$703K

Top Sells

1
+$218K
2
+$205K
3
+$153K
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$117K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$110K

Sector Composition

1 Technology 2.99%
2 Healthcare 1.04%
3 Consumer Discretionary 0.99%
4 Financials 0.95%
5 Communication Services 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
+100
352
$7K ﹤0.01%
113
-370
353
$7K ﹤0.01%
59
-194
354
$7K ﹤0.01%
646
-2,118
355
$7K ﹤0.01%
30
356
$7K ﹤0.01%
133
+1
357
$7K ﹤0.01%
44
-146
358
$7K ﹤0.01%
104
359
$7K ﹤0.01%
108
+1
360
$7K ﹤0.01%
+36
361
$6K ﹤0.01%
153
+3
362
$6K ﹤0.01%
213
363
$6K ﹤0.01%
431
+8
364
$6K ﹤0.01%
44
-1,124
365
$6K ﹤0.01%
140
366
$6K ﹤0.01%
610
367
$6K ﹤0.01%
207
+2
368
$6K ﹤0.01%
139
369
$6K ﹤0.01%
30
370
$6K ﹤0.01%
39
371
$6K ﹤0.01%
+300
372
$6K ﹤0.01%
73
373
$5K ﹤0.01%
402
374
$5K ﹤0.01%
34
375
$5K ﹤0.01%
225
13 14
15
16 17