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
$365M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$436K
3 +$371K
4
MTB icon
M&T Bank
MTB
+$336K
5
PG icon
Procter & Gamble
PG
+$205K

Top Sells

1 +$915K
2 +$432K
3 +$357K
4
UPS icon
United Parcel Service
UPS
+$303K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$280K

Sector Composition

1 Technology 3.04%
2 Healthcare 1.28%
3 Financials 1.02%
4 Consumer Discretionary 0.78%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$5K ﹤0.01%
299
377
$5K ﹤0.01%
19
378
$5K ﹤0.01%
225
379
$4K ﹤0.01%
71
380
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60
381
$4K ﹤0.01%
150
+100
382
$4K ﹤0.01%
142
+67
383
$4K ﹤0.01%
39
384
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178
385
$4K ﹤0.01%
172
386
$4K ﹤0.01%
33
387
$4K ﹤0.01%
297
+2
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8
389
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82
390
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+73
391
$4K ﹤0.01%
4,200
392
$4K ﹤0.01%
9
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+17
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125
395
$4K ﹤0.01%
+40
396
$4K ﹤0.01%
100
397
$4K ﹤0.01%
113
398
$4K ﹤0.01%
+36
399
$4K ﹤0.01%
150
400
$4K ﹤0.01%
91
+1