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
$661M
AUM Growth
-$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$50.7M
2
+$30.3M
3
+$19.2M
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$19.1M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$19.1M

Top Sells

1
+$72.6M
2
+$41M
3
+$27.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$13.6M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$2.54M

Sector Composition

1 Industrials 0.38%
2 Healthcare 0.31%
3 Consumer Staples 0.28%
4 Energy 0.17%
5 Materials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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