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
$344M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.11M
3 +$365K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$181K
5
AAPL icon
Apple
AAPL
+$172K

Top Sells

1 +$177K
2 +$134K
3 +$56.6K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$31.9K
5
MMM icon
3M
MMM
+$30.3K

Sector Composition

1 Technology 3.22%
2 Healthcare 1.37%
3 Financials 1.11%
4 Consumer Discretionary 0.9%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$7K ﹤0.01%
+193
352
$7K ﹤0.01%
170
+1
353
$7K ﹤0.01%
270
354
$7K ﹤0.01%
+53
355
$7K ﹤0.01%
140
356
$6K ﹤0.01%
36
357
$6K ﹤0.01%
+43
358
$6K ﹤0.01%
224
359
$6K ﹤0.01%
48
360
$6K ﹤0.01%
154
361
$6K ﹤0.01%
+222
362
$6K ﹤0.01%
230
363
$6K ﹤0.01%
+3,920
364
$6K ﹤0.01%
119
365
$6K ﹤0.01%
84
366
$6K ﹤0.01%
160
+1
367
$6K ﹤0.01%
215
+1
368
$6K ﹤0.01%
186
369
$6K ﹤0.01%
18
370
$6K ﹤0.01%
559
+3
371
$6K ﹤0.01%
+129
372
$6K ﹤0.01%
168
373
$5K ﹤0.01%
188
374
$5K ﹤0.01%
68
375
$5K ﹤0.01%
+94