TLFA
True Link Financial Advisors Portfolio holdings
AUM
$1.45B
This Quarter Return
-0.61%
1 Year Return
+7.66%
3 Year Return
+21.27%
5 Year Return
–
10 Year Return
–
AUM
$729M
AUM Growth
+$729M
(+6.9%)
Cap. Flow
+$47.8M
Cap. Flow
% of AUM
6.55%
Top 10 Holdings %
Top 10 Hldgs %
64.23%
Holding
829
New
67
Increased
90
Reduced
60
Closed
10
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$11M |
| 2 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.04M |
| 3 |
iShares Global Tech ETF
IXN
|
$2.95M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$2.77M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.93M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 0.66% |
| 2 | Healthcare | 0.28% |
| 3 | Consumer Staples | 0.25% |
| 4 | Technology | 0.17% |
| 5 | Industrials | 0.11% |
