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
$387M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$715K
3 +$661K
4
AAPL icon
Apple
AAPL
+$649K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$473K

Top Sells

1 +$3.09M
2 +$923K
3 +$882K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$347K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$289K

Sector Composition

1 Technology 2.89%
2 Healthcare 1.04%
3 Consumer Discretionary 1.02%
4 Financials 0.97%
5 Communication Services 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$5K ﹤0.01%
178
377
$5K ﹤0.01%
+110
378
$5K ﹤0.01%
163
379
$5K ﹤0.01%
35
380
$5K ﹤0.01%
418
+2
381
$5K ﹤0.01%
140
382
$5K ﹤0.01%
175
+2
383
$5K ﹤0.01%
331
+7
384
$5K ﹤0.01%
+21
385
$5K ﹤0.01%
49
386
$5K ﹤0.01%
+16
387
$5K ﹤0.01%
157
388
$5K ﹤0.01%
39
389
$5K ﹤0.01%
39
390
$5K ﹤0.01%
34
391
$5K ﹤0.01%
73
392
$4K ﹤0.01%
+38
393
$4K ﹤0.01%
208
+2
394
$4K ﹤0.01%
+1
395
$4K ﹤0.01%
71
396
$4K ﹤0.01%
+93
397
$4K ﹤0.01%
39
398
$4K ﹤0.01%
62
+1
399
$4K ﹤0.01%
310
400
$4K ﹤0.01%
+142