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
$173M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$16.5M
3 +$14.2M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.5M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$10.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.12%
2 Communication Services 1.88%
3 Healthcare 1.67%
4 Energy 0.81%
5 Consumer Staples 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$227K 0.13%
+4,340
77
$224K 0.13%
+7,400
78
$223K 0.13%
+4,300
79
$221K 0.13%
+3,027
80
$215K 0.12%
+2,355
81
$215K 0.12%
+1,983
82
$214K 0.12%
+4,197
83
$214K 0.12%
+1,346
84
$214K 0.12%
+8,446
85
$213K 0.12%
+3,269
86
$211K 0.12%
+6,203
87
$209K 0.12%
+5,048
88
$208K 0.12%
+4,793
89
$205K 0.12%
+8,041
90
$181K 0.1%
+12,541
91
$39K 0.02%
+21,681