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
26
$496K 0.14%
1,858
+17
27
$474K 0.14%
4,928
-112
28
$443K 0.13%
2,070
+3
29
$443K 0.13%
5,076
-20
30
$434K 0.13%
25,295
31
$431K 0.13%
4,509
-131
32
$407K 0.12%
1,893
+10
33
$398K 0.12%
4,175
+175
34
$381K 0.11%
2,311
35
$374K 0.11%
2,121
+15
36
$358K 0.1%
3,016
+28
37
$357K 0.1%
9,247
+3
38
$336K 0.1%
4,041
+54
39
$326K 0.09%
5,816
-4
40
$318K 0.09%
6,585
-108
41
$303K 0.09%
6,919
+52
42
$303K 0.09%
19,742
+77
43
$302K 0.09%
5,239
+154
44
$294K 0.09%
9,747
+301
45
$281K 0.08%
1,717
+11
46
$279K 0.08%
1,987
+4
47
$276K 0.08%
7,580
+23
48
$272K 0.08%
6,808
-505
49
$266K 0.08%
1,627
+117
50
$264K 0.08%
6,942
+144
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