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
$425M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$612K
3
+$558K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$504K
5
AAPL icon
Apple
AAPL
+$262K

Top Sells

1
+$514K
2
+$466K
3
+$224K
4
ONEM
1Life Healthcare
ONEM
+$177K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$142K

Sector Composition

1 Technology 3.42%
2 Healthcare 1.3%
3 Financials 1.03%
4 Consumer Discretionary 0.95%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7K ﹤0.01%
+13
352
$7K ﹤0.01%
665
+8
353
$7K ﹤0.01%
19
354
$7K ﹤0.01%
360
355
$7K ﹤0.01%
1,584
+1,182
356
$6K ﹤0.01%
36
357
$6K ﹤0.01%
+112
358
$6K ﹤0.01%
104
359
$6K ﹤0.01%
85
+1
360
$6K ﹤0.01%
456
+9
361
$6K ﹤0.01%
163
-9
362
$6K ﹤0.01%
188
-209
363
$6K ﹤0.01%
139
+1
364
$6K ﹤0.01%
44
365
$6K ﹤0.01%
158
+1
366
$6K ﹤0.01%
212
+2
367
$6K ﹤0.01%
57
368
$6K ﹤0.01%
168
369
$6K ﹤0.01%
78
370
$6K ﹤0.01%
542
+20
371
$5K ﹤0.01%
48
372
$5K ﹤0.01%
50
+40
373
$5K ﹤0.01%
76
374
$5K ﹤0.01%
143
+94
375
$5K ﹤0.01%
+33
13 14
15
16 17