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
$365M
AUM Growth
-$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
584
New
Increased
Reduced
Closed

Top Buys

1 +$1.5M
2 +$449K
3 +$393K
4
MTB icon
M&T Bank
MTB
+$354K
5
PG icon
Procter & Gamble
PG
+$214K

Top Sells

1 +$974K
2 +$455K
3 +$357K
4
UPS icon
United Parcel Service
UPS
+$305K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$283K

Sector Composition

1 Technology 3.04%
2 Healthcare 1.28%
3 Financials 1.02%
4 Consumer Discretionary 0.78%
5 Communication Services 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$0 ﹤0.01%
15
-71
577
-15
578
$0 ﹤0.01%
1
579
-17
580
$0 ﹤0.01%
30
581
$0 ﹤0.01%
5
582
-310
583
$0 ﹤0.01%
80
-300
584
-50