TLFA
True Link Financial Advisors Portfolio holdings
AUM
$1.45B
This Quarter Return
+0.74%
1 Year Return
+7.66%
3 Year Return
+21.27%
5 Year Return
–
10 Year Return
–
AUM
$1.08B
AUM Growth
+$1.08B
(+3.4%)
Cap. Flow
+$28.1M
Cap. Flow
% of AUM
2.61%
Top 10 Holdings %
Top 10 Hldgs %
87.84%
Holding
69
New
6
Increased
20
Reduced
27
Closed
5
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$8.49M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$8.06M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
$5.38M |
| 4 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$2.38M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.57M |
Top Sells
Sector Composition
| 1 | Technology | 0.4% |
| 2 | Industrials | 0.4% |
| 3 | Healthcare | 0.17% |
| 4 | Energy | 0.16% |
| 5 | Financials | 0.09% |
