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
$1.34B
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$18.6M
3
+$8.93M
4
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$7.69M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$6.37M

Top Sells

1
+$1.15M
2
+$904K
3
+$668K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$610K
5
MSFT icon
Microsoft
MSFT
+$551K

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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104
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105
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106
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107
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108
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109
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110
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-11,059
111
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-3,963
112
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5