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
176
$38K 0.01%
947
+165
177
$38K 0.01%
264
+225
178
$38K 0.01%
796
+15
179
$37K 0.01%
613
+2
180
$37K 0.01%
640
+535
181
$35K 0.01%
1,488
+26
182
$35K 0.01%
109
+51
183
$35K 0.01%
2,292
184
$34K 0.01%
996
185
$34K 0.01%
800
+769
186
$34K 0.01%
323
+7
187
$32K 0.01%
243
+123
188
$32K 0.01%
928
+4
189
$32K 0.01%
1,269
+1
190
$32K 0.01%
375
+5
191
$31K 0.01%
955
-1
192
$31K 0.01%
1,655
+9
193
$30K 0.01%
500
194
$30K 0.01%
106
195
$30K 0.01%
1,310
+4
196
$29K 0.01%
336
+8
197
$29K 0.01%
1,283
+8
198
$29K 0.01%
199
199
$28K 0.01%
422
200
$28K 0.01%
104
6 7
8
9 10