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
$425M
AUM Growth
-$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1 +$1.33M
2 +$612K
3 +$558K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$504K
5
AAPL icon
Apple
AAPL
+$262K

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
576
-51
577
0
578
-78
579
$0 ﹤0.01%
44
580
0
581
0
582
$0 ﹤0.01%
3
583
$0 ﹤0.01%
66
584
$0 ﹤0.01%
1
585
$0 ﹤0.01%
40
586
$0 ﹤0.01%
2
587
$0 ﹤0.01%
9
588
$0 ﹤0.01%
1
589
0