TLFA

True Link Financial Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$33.9M
2
+$18.4M
3
+$8.92M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$7.51M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$6.3M

Top Sells

1
+$1.07M
2
+$904K
3
+$668K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$641K
5
MSFT icon
Microsoft
MSFT
+$598K

Sector Composition

1 Technology 0.38%
2 Financials 0.27%
3 Industrials 0.22%
4 Healthcare 0.1%
5 Energy 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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108
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5