TF

TimeScale Financial Portfolio holdings

AUM $463M
1-Year Est. Return 12.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$634K
3
+$582K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$512K
5
AAPL icon
Apple
AAPL
+$253K

Top Sells

1
+$512K
2
+$459K
3
+$229K
4
ONEM
1Life Healthcare
ONEM
+$179K
5
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$143K

Sector Composition

1 Technology 3.42%
2 Healthcare 1.3%
3 Financials 1.03%
4 Consumer Discretionary 0.95%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
180
402
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+9
403
$4K ﹤0.01%
117
+80
404
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118
405
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175
-2
406
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142
407
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+32
408
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39
409
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410
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90
+1
411
$3K ﹤0.01%
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413
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414
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+200
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113
+1
417
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418
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419
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421
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422
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175
+2
423
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51
424
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+50
425
$3K ﹤0.01%
100
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