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
$738M
AUM Growth
+$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$7.62M
3
+$3.61M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.2M

Top Sells

1
+$3.01M
2
+$2.8M
3
+$1.76M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.26M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.24M

Sector Composition

1 Industrials 0.38%
2 Healthcare 0.32%
3 Consumer Staples 0.29%
4 Energy 0.21%
5 Technology 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-13,425
127
– –
-17,769
128
– –
-612
129
– –
-10,757
130
– –
-975
131
– –
-13,449
2 3 4 5
6