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
$344M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1 +$1.76M
2 +$1.11M
3 +$365K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$181K
5
AAPL icon
Apple
AAPL
+$172K

Top Sells

1 +$177K
2 +$134K
3 +$56.6K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$31.9K
5
MMM icon
3M
MMM
+$30.3K

Sector Composition

1 Technology 3.22%
2 Healthcare 1.37%
3 Financials 1.11%
4 Consumer Discretionary 0.9%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$5K ﹤0.01%
216
+1
377
$5K ﹤0.01%
127
-38
378
$5K ﹤0.01%
150
379
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104
380
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86
381
$5K ﹤0.01%
476
+10
382
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58
383
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142
+1
384
$5K ﹤0.01%
550
385
$5K ﹤0.01%
200
386
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387
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+1
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$5K ﹤0.01%
139
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$5K ﹤0.01%
69
390
$5K ﹤0.01%
48
391
$5K ﹤0.01%
575
+7
392
$5K ﹤0.01%
36
393
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487
394
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+24
395
$4K ﹤0.01%
138
396
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33
397
$4K ﹤0.01%
299
+2
398
$4K ﹤0.01%
163
399
$4K ﹤0.01%
8
400
$4K ﹤0.01%
82