TF

TimeScale Financial Portfolio holdings

AUM $463M
1-Year Est. Return 12.48%
This Fund
S&P 500
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
+$1.34M
2
+$634K
3
+$582K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$512K
5
AAPL icon
Apple
AAPL
+$253K

Top Sells

1
+$512K
2
+$459K
3
+$229K
4
ONEM
1Life Healthcare
ONEM
+$179K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$143K

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%
230
352
$7K ﹤0.01%
+558
353
$7K ﹤0.01%
84
354
$7K ﹤0.01%
665
+8
355
$7K ﹤0.01%
19
356
$6K ﹤0.01%
85
+1
357
$6K ﹤0.01%
456
+9
358
$6K ﹤0.01%
158
+1
359
$6K ﹤0.01%
212
+2
360
$6K ﹤0.01%
57
361
$6K ﹤0.01%
36
362
$6K ﹤0.01%
+112
363
$6K ﹤0.01%
104
364
$6K ﹤0.01%
163
-9
365
$6K ﹤0.01%
188
-209
366
$6K ﹤0.01%
139
+1
367
$6K ﹤0.01%
44
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
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