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
$415M
AUM Growth
-$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$708K
3
+$426K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$351K
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$227K

Top Sells

1
+$436K
2
+$338K
3
+$258K
4
TJX icon
TJX Companies
TJX
+$185K
5
INTC icon
Intel
INTC
+$165K

Sector Composition

1 Technology 3%
2 Financials 1.01%
3 Healthcare 0.95%
4 Consumer Discretionary 0.92%
5 Communication Services 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$311K 0.07%
5,470
+10
52
$308K 0.07%
1,906
-1
53
$299K 0.07%
2,043
+9
54
$294K 0.07%
1,983
55
$294K 0.07%
821
+1
56
$292K 0.07%
6,782
+50
57
$291K 0.07%
4,138
+23
58
$278K 0.07%
2,517
+9
59
$270K 0.07%
1,364
60
$266K 0.06%
7,280
+46
61
$256K 0.06%
1,404
+2
62
$253K 0.06%
6,981
63
$252K 0.06%
1,487
-161
64
$251K 0.06%
1,666
+12
65
$240K 0.06%
3,064
-159
66
$238K 0.06%
2,906
-976
67
$235K 0.06%
5,152
+70
68
$234K 0.06%
4,236
+2,214
69
$231K 0.06%
957
-274
70
$230K 0.06%
2,256
+2
71
$227K 0.05%
2,650
-445
72
$219K 0.05%
2,787
+843
73
$219K 0.05%
4,388
-338
74
$213K 0.05%
975
-97
75
$213K 0.05%
1,386
-75
1 2
3
4 5