TF
TimeScale Financial Portfolio holdings
AUM
$463M
This Quarter Return
+9.27%
1 Year Return
+12.48%
3 Year Return
+31.27%
5 Year Return
–
10 Year Return
–
AUM
$344M
AUM Growth
+$344M
(+0%)
Cap. Flow
+$11.5K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
88.88%
Holding
593
New
–
Increased
130
Reduced
–
Closed
–
Top Buys
| 1 |
Costco
COST
|
$472 |
| 2 |
Elevance Health
ELV
|
$454 |
| 3 |
Factset
FDS
|
$400 |
| 4 |
Cintas
CTAS
|
$388 |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$359 |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Healthcare | 1.37% |
| 3 | Financials | 1.11% |
| 4 | Consumer Discretionary | 0.9% |
| 5 | Communication Services | 0.64% |
