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
76
$160K 0.05%
1,426
+9
77
$152K 0.04%
854
-15
78
$151K 0.04%
1,393
+607
79
$150K 0.04%
736
+43
80
$149K 0.04%
2,484
-223
81
$148K 0.04%
828
+55
82
$148K 0.04%
4,033
+33
83
$146K 0.04%
935
-123
84
$145K 0.04%
1,747
+96
85
$141K 0.04%
13,872
+222
86
$137K 0.04%
1,095
+489
87
$136K 0.04%
2,368
+272
88
$135K 0.04%
2,767
+212
89
$134K 0.04%
1,223
90
$133K 0.04%
2,109
91
$131K 0.04%
802
+4
92
$129K 0.04%
662
-176
93
$126K 0.04%
1,976
94
$123K 0.04%
324
+2
95
$116K 0.03%
1,399
+2
96
$108K 0.03%
728
+3
97
$108K 0.03%
2,791
-73
98
$106K 0.03%
1,089
+281
99
$103K 0.03%
1,770
+9
100
$100K 0.03%
1,172
2 3
4
5 6