TLFA
True Link Financial Advisors Portfolio holdings
AUM
$1.45B
This Quarter Return
+5.41%
1 Year Return
+7.66%
3 Year Return
+21.27%
5 Year Return
–
10 Year Return
–
AUM
$638M
AUM Growth
–
Cap. Flow
+$580M
Cap. Flow
% of AUM
90.94%
Top 10 Holdings %
Top 10 Hldgs %
54.32%
Holding
697
New
361
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$82.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$48.4M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$45.4M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$43.5M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$32.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.96% |
| 2 | Consumer Discretionary | 0.73% |
| 3 | Healthcare | 0.59% |
| 4 | Consumer Staples | 0.42% |
| 5 | Industrials | 0.33% |
