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
$924M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$53.9M
2
+$42.5M
3
+$33.2M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$22M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.5M

Top Sells

1
+$31.2M
2
+$26.1M
3
+$25.6M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$25.5M
5
FNOV icon
FT Vest US Equity Buffer ETF November
FNOV
+$8.25M

Sector Composition

1 Industrials 0.43%
2 Technology 0.21%
3 Energy 0.16%
4 Healthcare 0.09%
5 Materials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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