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

Top Buys

1
+$813K
2
+$636K
3
+$626K
4
TJX icon
TJX Companies
TJX
+$302K
5
AAPL icon
Apple
AAPL
+$247K

Top Sells

1
+$1.13M
2
+$915K
3
+$707K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$358K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$227K

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%
87
+1
377
$4K ﹤0.01%
73
378
$3K ﹤0.01%
145
+9
379
$3K ﹤0.01%
706
380
$3K ﹤0.01%
204
+2
381
$3K ﹤0.01%
+15
382
$3K ﹤0.01%
61
+1
383
$3K ﹤0.01%
178
+1
384
$3K ﹤0.01%
310
385
$3K ﹤0.01%
410
386
$3K ﹤0.01%
43
+18
387
$3K ﹤0.01%
252
388
$3K ﹤0.01%
139
389
$3K ﹤0.01%
225
390
$3K ﹤0.01%
+974
391
$3K ﹤0.01%
279
392
$3K ﹤0.01%
163
393
$3K ﹤0.01%
30
394
$2K ﹤0.01%
40
395
$2K ﹤0.01%
402
396
$2K ﹤0.01%
+25
397
$2K ﹤0.01%
3
398
$2K ﹤0.01%
60
399
$2K ﹤0.01%
+39
400
$2K ﹤0.01%
+44
14 15
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