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
426
$3K ﹤0.01%
177
-1
427
$3K ﹤0.01%
+40
428
$3K ﹤0.01%
13
429
$3K ﹤0.01%
118
430
$3K ﹤0.01%
71
431
$3K ﹤0.01%
213
432
$3K ﹤0.01%
1,000
433
$3K ﹤0.01%
175
434
$3K ﹤0.01%
142
435
$3K ﹤0.01%
100
436
$3K ﹤0.01%
206
437
$3K ﹤0.01%
308
+9
438
$3K ﹤0.01%
39
439
$3K ﹤0.01%
1,584
440
$3K ﹤0.01%
116
+1
441
$3K ﹤0.01%
150
442
$3K ﹤0.01%
320
443
$3K ﹤0.01%
34
444
$2K ﹤0.01%
40
445
$2K ﹤0.01%
15
446
$2K ﹤0.01%
142
447
$2K ﹤0.01%
12
+5
448
$2K ﹤0.01%
61
449
$2K ﹤0.01%
20
450
$2K ﹤0.01%
41
-203
16 17
18
19 20