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

Top Buys

1
+$809K
2
+$670K
3
+$627K
4
TJX icon
TJX Companies
TJX
+$320K
5
AAPL icon
Apple
AAPL
+$264K

Top Sells

1
+$1.15M
2
+$919K
3
+$703K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$362K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$229K

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
401
$2K ﹤0.01%
+44
402
$2K ﹤0.01%
177
403
$2K ﹤0.01%
52
+23
404
$2K ﹤0.01%
20
405
$2K ﹤0.01%
13
406
$2K ﹤0.01%
+18
407
$2K ﹤0.01%
8
408
$2K ﹤0.01%
157
+149
409
$2K ﹤0.01%
7
410
$2K ﹤0.01%
31
-19
411
$2K ﹤0.01%
402
412
$2K ﹤0.01%
120
413
$1K ﹤0.01%
300
414
$1K ﹤0.01%
10
415
$1K ﹤0.01%
35
416
$1K ﹤0.01%
80
417
$1K ﹤0.01%
29
418
$1K ﹤0.01%
+53
419
$1K ﹤0.01%
5
420
$1K ﹤0.01%
36
421
$1K ﹤0.01%
+23
422
$1K ﹤0.01%
15
423
$1K ﹤0.01%
101
+1
424
$1K ﹤0.01%
100
425
$1K ﹤0.01%
60
-100
15 16
17
18 19