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

Top Sells

1 +$1.4M
2 +$576K
3 +$553K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$489K
5
BND icon
Vanguard Total Bond Market
BND
+$481K

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%
146
377
$9K ﹤0.01%
245
-246
378
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211
379
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+463
380
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1,040
381
$8K ﹤0.01%
92
382
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159
383
$8K ﹤0.01%
351
384
$8K ﹤0.01%
340
385
$8K ﹤0.01%
+308
386
$8K ﹤0.01%
105
387
$8K ﹤0.01%
160
388
$7K ﹤0.01%
538
389
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390
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+86
391
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+1,000
396
$7K ﹤0.01%
241
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$7K ﹤0.01%
241
398
$7K ﹤0.01%
150
399
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+101
400
$7K ﹤0.01%
50