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
$342M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$809K
2
+$670K
3
+$627K
4
TJX icon
TJX Companies
TJX
+$320K
5
AAPL icon
Apple
AAPL
+$264K

Top Sells

1
+$1.15M
2
+$919K
3
+$703K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$362K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$229K

Sector Composition

1 Technology 2.88%
2 Healthcare 1.1%
3 Consumer Discretionary 0.99%
4 Communication Services 0.88%
5 Financials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.08%
1,669
+11
52
$276K 0.08%
11,440
+1,529
53
$276K 0.08%
6,702
+37
54
$276K 0.08%
2,136
+122
55
$265K 0.08%
5,701
+563
56
$262K 0.08%
4,530
-638
57
$262K 0.08%
6,007
-166
58
$259K 0.08%
3,480
-380
59
$258K 0.08%
7,478
-62
60
$255K 0.07%
8,658
61
$237K 0.07%
1,706
-16
62
$231K 0.07%
7,108
+48
63
$231K 0.07%
1,692
+1
64
$229K 0.07%
2,941
+753
65
$227K 0.07%
4,460
+31
66
$226K 0.07%
2,222
+4
67
$225K 0.07%
4,100
+22
68
$222K 0.06%
787
+1
69
$221K 0.06%
3,816
+29
70
$215K 0.06%
2,475
+184
71
$200K 0.06%
1,618
-171
72
$191K 0.06%
4,905
+100
73
$188K 0.06%
5,530
+10
74
$187K 0.05%
1,983
75
$183K 0.05%
1,383
+4
1 2
3
4 5