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

Top Sells

1 +$1.61M
2 +$1.36M
3 +$1.26M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.04M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$673K

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%
50
377
$7K ﹤0.01%
+241
378
$7K ﹤0.01%
150
379
$7K ﹤0.01%
+52
380
$7K ﹤0.01%
+50
381
$7K ﹤0.01%
207
382
$7K ﹤0.01%
+100
383
$7K ﹤0.01%
350
384
$7K ﹤0.01%
200
385
$7K ﹤0.01%
+225
386
$7K ﹤0.01%
18
387
$7K ﹤0.01%
300
388
$6K ﹤0.01%
163
389
$6K ﹤0.01%
610
390
$6K ﹤0.01%
+150
391
$6K ﹤0.01%
10
392
$6K ﹤0.01%
1,000
393
$6K ﹤0.01%
36
394
$6K ﹤0.01%
150
395
$5K ﹤0.01%
170
396
$5K ﹤0.01%
400
397
$5K ﹤0.01%
195
398
$5K ﹤0.01%
114
+1
399
$5K ﹤0.01%
114
+1
400
$5K ﹤0.01%
200