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%
14
+5
452
$2K ﹤0.01%
93
453
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18
454
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20
455
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14
456
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9
457
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131
+2
458
$2K ﹤0.01%
+2
459
$2K ﹤0.01%
138
460
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125
461
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30
462
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22
+1
463
$2K ﹤0.01%
14
+1
464
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50
465
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30
+6
466
$2K ﹤0.01%
43
467
$2K ﹤0.01%
63
468
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82
469
$1K ﹤0.01%
23
470
$1K ﹤0.01%
16
471
$1K ﹤0.01%
49
+1
472
$1K ﹤0.01%
24
473
$1K ﹤0.01%
5
474
$1K ﹤0.01%
5
475
$1K ﹤0.01%
28
17 18
19
20 21