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
$334M
AUM Growth
+$38.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$599K
3 +$577K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$507K
5
BND icon
Vanguard Total Bond Market
BND
+$480K

Sector Composition

1 Technology 2.07%
2 Communication Services 1.13%
3 Healthcare 1.05%
4 Financials 1.05%
5 Industrials 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$9K ﹤0.01%
245
-246
377
$9K ﹤0.01%
211
378
$9K ﹤0.01%
+463
379
$9K ﹤0.01%
240
380
$8K ﹤0.01%
1,040
381
$8K ﹤0.01%
92
382
$8K ﹤0.01%
159
383
$8K ﹤0.01%
105
384
$8K ﹤0.01%
160
385
$8K ﹤0.01%
351
386
$8K ﹤0.01%
340
387
$8K ﹤0.01%
+308
388
$7K ﹤0.01%
44
389
$7K ﹤0.01%
+1,000
390
$7K ﹤0.01%
241
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$7K ﹤0.01%
241
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$7K ﹤0.01%
150
393
$7K ﹤0.01%
+101
394
$7K ﹤0.01%
50
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$7K ﹤0.01%
538
396
$7K ﹤0.01%
200
397
$7K ﹤0.01%
+86
398
$7K ﹤0.01%
+141
399
$7K ﹤0.01%
126
400
$7K ﹤0.01%
+30