TLFA

True Link Financial Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$749M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.35M
3
+$3.12M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.75M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.35M

Top Sells

1
+$10.3M
2
+$5.65M
3
+$1.98M
4
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$1.5M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$995K

Sector Composition

1 Consumer Discretionary 0.65%
2 Healthcare 0.35%
3 Consumer Staples 0.26%
4 Industrials 0.21%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
16
227
$6K ﹤0.01%
95
-19
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$6K ﹤0.01%
+158
229
$6K ﹤0.01%
22
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$5K ﹤0.01%
90
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$5K ﹤0.01%
17
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30
-9
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$5K ﹤0.01%
39
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+44
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$5K ﹤0.01%
28
237
$4K ﹤0.01%
44
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$4K ﹤0.01%
11
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$4K ﹤0.01%
95
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$4K ﹤0.01%
17
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$4K ﹤0.01%
40
242
$4K ﹤0.01%
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100
245
$4K ﹤0.01%
6
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$4K ﹤0.01%
11
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$4K ﹤0.01%
115
-18
248
$4K ﹤0.01%
75
249
$4K ﹤0.01%
42
250
$4K ﹤0.01%
42
8 9
10
11 12