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
126
$70K 0.02%
123
127
$70K 0.02%
1,099
+6
128
$69K 0.02%
+1,482
129
$69K 0.02%
1,877
130
$65K 0.02%
180
131
$65K 0.02%
764
-96
132
$64K 0.02%
285
+32
133
$64K 0.02%
185
134
$63K 0.02%
1,320
-3
135
$58K 0.02%
183
+62
136
$57K 0.02%
1,243
+26
137
$57K 0.02%
1,165
138
$57K 0.02%
705
+6
139
$55K 0.02%
661
+4
140
$55K 0.02%
946
+30
141
$55K 0.02%
701
+433
142
$55K 0.02%
2,660
+21
143
$55K 0.02%
281
144
$55K 0.02%
411
+3
145
$55K 0.02%
745
146
$54K 0.02%
843
147
$54K 0.02%
1,112
+2
148
$54K 0.02%
2,059
+7
149
$53K 0.02%
1,277
-408
150
$53K 0.02%
326
+2
4 5
6
7 8