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
451
$2K ﹤0.01%
22
+1
452
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14
+1
453
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50
454
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30
+6
455
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43
456
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63
457
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82
458
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73
459
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18
460
$2K ﹤0.01%
50
461
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+15
462
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38
463
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464
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62
465
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50
466
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+31
467
$2K ﹤0.01%
380
468
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469
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470
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16
471
$1K ﹤0.01%
49
+1
472
$1K ﹤0.01%
24
473
$1K ﹤0.01%
300
474
$1K ﹤0.01%
64
475
$1K ﹤0.01%
26
17 18
19
20 21