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
$271M
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$7.77M
2
+$7.31M
3
+$6.14M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$2.16M

Top Sells

1
+$1.64M
2
+$1.54M
3
+$997K
4
VB icon
Vanguard Small-Cap ETF
VB
+$875K
5
TMO icon
Thermo Fisher Scientific
TMO
+$836K

Sector Composition

1 Technology 2.15%
2 Financials 1.28%
3 Communication Services 1.27%
4 Industrials 1.23%
5 Healthcare 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
+300
477
$1K ﹤0.01%
+10
478
$1K ﹤0.01%
+26
479
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+31
480
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+95
481
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482
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+3
483
$1K ﹤0.01%
+20
484
$1K ﹤0.01%
+43
485
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+5
486
$1K ﹤0.01%
+200
487
$1K ﹤0.01%
+38
488
$1K ﹤0.01%
+15
489
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+65
490
$1K ﹤0.01%
+26
491
$1K ﹤0.01%
+31
492
$1K ﹤0.01%
+29
493
$1K ﹤0.01%
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494
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+29
495
$1K ﹤0.01%
+43
496
$1K ﹤0.01%
+16
497
$1K ﹤0.01%
+38
498
$1K ﹤0.01%
+41
499
$1K ﹤0.01%
+8
500
$1K ﹤0.01%
+62
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