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
126
$77K 0.02%
2,796
127
$76K 0.02%
916
+8
128
$76K 0.02%
951
+5
129
$73K 0.02%
1,302
+236
130
$70K 0.02%
517
-1
131
$69K 0.02%
3,522
+5
132
$68K 0.02%
1,365
+91
133
$68K 0.02%
3,686
134
$67K 0.02%
820
+2
135
$66K 0.02%
546
136
$66K 0.02%
645
+2
137
$65K 0.02%
2,063
-1
138
$63K 0.02%
1,007
+244
139
$62K 0.02%
1,015
+130
140
$61K 0.02%
328
141
$61K 0.02%
618
+1
142
$59K 0.02%
153
143
$58K 0.02%
390
+2
144
$57K 0.02%
150
+15
145
$57K 0.02%
261
+41
146
$56K 0.02%
259
+103
147
$55K 0.02%
407
+1
148
$55K 0.02%
1,786
149
$55K 0.02%
4,800
+2
150
$54K 0.02%
625
+1
4 5
6
7 8