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
$296M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Sells

1 +$1.61M
2 +$1.37M
3 +$1.28M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$675K

Sector Composition

1 Technology 2.05%
2 Communication Services 1.22%
3 Industrials 1.13%
4 Financials 1.08%
5 Healthcare 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K ﹤0.01%
+52
377
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+50
378
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207
379
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+225
383
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18
384
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105
385
$7K ﹤0.01%
340
386
$7K ﹤0.01%
126
387
$7K ﹤0.01%
300
388
$6K ﹤0.01%
150
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390
$6K ﹤0.01%
610
391
$6K ﹤0.01%
+150
392
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10
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1,000
394
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36
395
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200
396
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142
397
$5K ﹤0.01%
+32
398
$5K ﹤0.01%
60
399
$5K ﹤0.01%
396
400
$5K ﹤0.01%
125