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
76
$518K 0.06%
1,136
77
$506K 0.06%
6,927
-198
78
$463K 0.06%
6,500
79
$457K 0.06%
2,050
80
$443K 0.05%
12,083
81
$436K 0.05%
1,280
+112
82
$431K 0.05%
4,400
-589
83
$417K 0.05%
2,520
84
$398K 0.05%
1,924
85
$384K 0.05%
2,072
-1,500
86
$381K 0.05%
1,825
87
$380K 0.05%
3,427
88
$377K 0.05%
819
89
$363K 0.04%
1,750
90
$355K 0.04%
14,275
91
$352K 0.04%
3,050
92
$340K 0.04%
14,400
93
$339K 0.04%
14,037
94
$338K 0.04%
14,775
95
$332K 0.04%
2,505
96
$315K 0.04%
10,689
97
$314K 0.04%
6,266
-7,212
98
$310K 0.04%
8,349
99
$307K 0.04%
1,425
100
$301K 0.04%
5,000
1 2 3
4
5