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

Top Buys

1 +$1.96M
2 +$1.24M
3 +$402K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$199K
5
AAPL icon
Apple
AAPL
+$196K

Top Sells

1 +$197K
2 +$149K
3 +$59.5K
4
MMM icon
3M
MMM
+$37K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$33.8K

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%
+70
352
$7K ﹤0.01%
+193
353
$7K ﹤0.01%
270
354
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+53
355
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140
356
$6K ﹤0.01%
36
357
$6K ﹤0.01%
+43
358
$6K ﹤0.01%
224
359
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48
360
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154
361
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+222
362
$6K ﹤0.01%
230
363
$6K ﹤0.01%
+3,920
364
$6K ﹤0.01%
84
365
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160
+1
366
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215
+1
367
$6K ﹤0.01%
186
368
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18
369
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559
+3
370
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+129
371
$6K ﹤0.01%
168
372
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119
373
$5K ﹤0.01%
36
374
$5K ﹤0.01%
188
375
$5K ﹤0.01%
68