TLFA

True Link Financial Advisors Portfolio holdings

AUM $1.55B
1-Year Est. Return 6.6%
This Quarter Est. Return
1 Year Est. Return
+6.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$828M
AUM Growth
+$28.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$23.8M
3
+$20M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$17.5M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.6M

Top Sells

1
+$33.7M
2
+$17.4M
3
+$16.3M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$12.3M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.92M

Sector Composition

1 Industrials 0.32%
2 Healthcare 0.27%
3 Consumer Staples 0.21%
4 Technology 0.17%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 0.23%
41,685
27
$1.92M 0.23%
62,534
28
$1.87M 0.23%
24,210
-5,243
29
$1.83M 0.22%
21,792
30
$1.71M 0.21%
67,150
31
$1.67M 0.2%
18,150
-222
32
$1.65M 0.2%
46,782
33
$1.63M 0.2%
64,174
34
$1.63M 0.2%
130,533
35
$1.56M 0.19%
16,748
36
$1.52M 0.18%
38,433
-168
37
$1.51M 0.18%
14,033
-655
38
$1.5M 0.18%
52,075
39
$1.38M 0.17%
7,725
40
$1.33M 0.16%
13,233
-2,816
41
$1.27M 0.15%
25,862
42
$1.25M 0.15%
26,250
43
$1.17M 0.14%
12,303
44
$1.15M 0.14%
33,440
45
$1.12M 0.14%
10,440
46
$1.11M 0.13%
21,418
47
$1.09M 0.13%
27,588
48
$1.04M 0.13%
10,247
49
$1.02M 0.12%
2,310
+143
50
$1.01M 0.12%
22,606
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