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
$271M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Sells

1 +$1.64M
2 +$1.54M
3 +$997K
4
VB icon
Vanguard Small-Cap ETF
VB
+$875K
5
TMO icon
Thermo Fisher Scientific
TMO
+$836K

Sector Composition

1 Technology 2.15%
2 Financials 1.28%
3 Communication Services 1.27%
4 Industrials 1.23%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$8K ﹤0.01%
+500
377
$8K ﹤0.01%
+159
378
$8K ﹤0.01%
+105
379
$8K ﹤0.01%
+125
380
$8K ﹤0.01%
+544
381
$8K ﹤0.01%
+350
382
$8K ﹤0.01%
+351
383
$7K ﹤0.01%
+18
384
$7K ﹤0.01%
+491
385
$7K ﹤0.01%
+73
386
$7K ﹤0.01%
+340
387
$7K ﹤0.01%
+1,000
388
$7K ﹤0.01%
+533
389
$7K ﹤0.01%
+300
390
$7K ﹤0.01%
+44
391
$7K ﹤0.01%
+150
392
$7K ﹤0.01%
+163
393
$7K ﹤0.01%
+25
394
$7K ﹤0.01%
+207
395
$7K ﹤0.01%
+538
396
$7K ﹤0.01%
+200
397
$6K ﹤0.01%
+84
398
$6K ﹤0.01%
+99
399
$6K ﹤0.01%
+150
400
$6K ﹤0.01%
+241