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
401
$4K ﹤0.01%
58
+1
402
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206
403
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24
404
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+84
405
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88
+1
406
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402
407
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225
408
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409
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+3
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122
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+482
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73
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100
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40
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402
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15
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30
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+48
422
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+11
423
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32
424
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+39
425
$3K ﹤0.01%
82