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
$342M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$809K
2
+$670K
3
+$627K
4
TJX icon
TJX Companies
TJX
+$320K
5
AAPL icon
Apple
AAPL
+$264K

Top Sells

1
+$1.15M
2
+$919K
3
+$703K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$362K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$229K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.1%
3 Consumer Discretionary 0.99%
4 Communication Services 0.88%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$4K ﹤0.01%
73
377
$4K ﹤0.01%
30
-135
378
$3K ﹤0.01%
+974
379
$3K ﹤0.01%
145
+9
380
$3K ﹤0.01%
706
381
$3K ﹤0.01%
204
+2
382
$3K ﹤0.01%
+15
383
$3K ﹤0.01%
61
+1
384
$3K ﹤0.01%
178
+1
385
$3K ﹤0.01%
310
386
$3K ﹤0.01%
279
387
$3K ﹤0.01%
163
388
$3K ﹤0.01%
30
389
$3K ﹤0.01%
410
390
$3K ﹤0.01%
43
+18
391
$3K ﹤0.01%
252
392
$3K ﹤0.01%
139
393
$3K ﹤0.01%
225
394
$2K ﹤0.01%
65
395
$2K ﹤0.01%
40
396
$2K ﹤0.01%
402
397
$2K ﹤0.01%
+25
398
$2K ﹤0.01%
3
399
$2K ﹤0.01%
60
400
$2K ﹤0.01%
+39
14 15
16
17 18