TLFA
True Link Financial Advisors Portfolio holdings
AUM
$1.55B
1-Year Est. Return
6.6%
1 Year Est. Return
+6.6%
AUM
$1.45B
AUM Growth
+$109M
(+8.2%)
Holding
105
Top Buys
| 1 | +$119M | |
| 2 | +$28.1M | |
| 3 | +$13.4M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$13.2M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$12.3M |
Top Sells
| 1 | +$112M | |
| 2 | +$15.6M | |
| 3 | +$8.59M | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$4.11M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.97M |
Sector Composition
| 1 | Technology | 0.33% |
| 2 | Industrials | 0.26% |
| 3 | Financials | 0.2% |
| 4 | Healthcare | 0.05% |
| 5 | Consumer Discretionary | 0.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Keysight
KEYS
$31.5B
| – | – |
-2,343
|
|
||
102
Eli Lilly
LLY
$865B
| – | – |
-293
|
|
||
103
Qualcomm
QCOM
$184B
| – | – |
-1,422
|
|
||
104
Invesco S&P 500 Equal Weight ETF
RSP
$74.2B
| – | – |
-5,423
|
|
||
105
Suncor Energy
SU
$51.8B
| – | – |
-5,197
|
|