TLFA
True Link Financial Advisors Portfolio holdings
AUM
$1.45B
1-Year Return
7.66%
This Quarter Return
+3.27%
1 Year Return
+7.66%
3 Year Return
+21.27%
5 Year Return
–
10 Year Return
–
AUM
$799M
AUM Growth
+$61M
(+8.3%)
Cap. Flow
+$37.5M
Cap. Flow
% of AUM
4.7%
Top 10 Holdings %
Top 10 Hldgs %
68.2%
Holding
120
New
5
Increased
19
Reduced
28
Closed
1
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$23.2M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$9.92M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$6.89M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.95M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.47M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 0.33% |
| 2 | Industrials | 0.33% |
| 3 | Healthcare | 0.26% |
| 4 | Energy | 0.18% |
| 5 | Technology | 0.09% |
