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
$271M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Sells

1 +$1.64M
2 +$1.54M
3 +$997K
4
VB icon
Vanguard Small-Cap ETF
VB
+$875K
5
TMO icon
Thermo Fisher Scientific
TMO
+$836K

Sector Composition

1 Technology 2.15%
2 Financials 1.28%
3 Communication Services 1.27%
4 Industrials 1.23%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
+441
402
$6K ﹤0.01%
+54
403
$6K ﹤0.01%
+113
404
$6K ﹤0.01%
+6,200
405
$6K ﹤0.01%
+184
406
$6K ﹤0.01%
+105
407
$6K ﹤0.01%
+400
408
$6K ﹤0.01%
+10
409
$6K ﹤0.01%
+36
410
$6K ﹤0.01%
+195
411
$6K ﹤0.01%
+126
412
$5K ﹤0.01%
+170
413
$5K ﹤0.01%
+706
414
$5K ﹤0.01%
+200
415
$5K ﹤0.01%
+142
416
$5K ﹤0.01%
+50
417
$5K ﹤0.01%
+177
418
$5K ﹤0.01%
+396
419
$5K ﹤0.01%
+125
420
$5K ﹤0.01%
+113
421
$5K ﹤0.01%
+170
422
$5K ﹤0.01%
+139
423
$5K ﹤0.01%
+43
424
$4K ﹤0.01%
+68
425
$4K ﹤0.01%
+60