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
176
$35K 0.01%
2,064
177
$34K 0.01%
301
+1
178
$33K 0.01%
926
179
$33K 0.01%
151
180
$33K 0.01%
+909
181
$32K 0.01%
787
-585
182
$32K 0.01%
504
+2
183
$32K 0.01%
510
184
$31K 0.01%
261
-75
185
$31K 0.01%
245
186
$30K 0.01%
136
+1
187
$30K 0.01%
150
188
$30K 0.01%
150
-32
189
$30K 0.01%
1,212
-613
190
$29K 0.01%
100
-23
191
$29K 0.01%
1,515
192
$29K 0.01%
282
+163
193
$28K 0.01%
201
+1
194
$28K 0.01%
945
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195
$28K 0.01%
416
196
$28K 0.01%
+145
197
$28K 0.01%
559
+7
198
$27K 0.01%
159
199
$27K 0.01%
795
+79
200
$27K 0.01%
+936
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