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
$344M
AUM Growth
-$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$1.11M
3
+$365K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$181K
5
AAPL icon
Apple
AAPL
+$172K

Top Sells

1
+$177K
2
+$134K
3
+$56.6K
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$31.9K
5
MMM icon
3M
MMM
+$30.3K

Sector Composition

1 Technology 3.22%
2 Healthcare 1.37%
3 Financials 1.11%
4 Consumer Discretionary 0.9%
5 Communication Services 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$260K 0.08%
4,203
-1
52
$250K 0.07%
2,897
+250
53
$250K 0.07%
10,628
-145
54
$240K 0.07%
1,772
55
$239K 0.07%
1,080
56
$236K 0.07%
1,021
+53
57
$233K 0.07%
2,984
+27
58
$232K 0.07%
4,712
+23
59
$230K 0.07%
1,600
+127
60
$229K 0.07%
856
+21
61
$222K 0.06%
9,852
62
$215K 0.06%
1,742
+10
63
$214K 0.06%
7,382
64
$213K 0.06%
6,735
-150
65
$205K 0.06%
5,073
+88
66
$202K 0.06%
4,544
+1,041
67
$201K 0.06%
1,720
68
$192K 0.06%
2,020
-7
69
$190K 0.06%
3,053
-1
70
$187K 0.05%
1,209
+160
71
$187K 0.05%
7,237
-5,171
72
$185K 0.05%
2,983
+1
73
$184K 0.05%
2,183
-25
74
$180K 0.05%
1,419
+5
75
$173K 0.05%
1,748
+6
1 2
3
4 5