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
$749M
AUM Growth
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.33M
3
+$3.1M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.73M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.3M

Top Sells

1
+$10.2M
2
+$5.6M
3
+$2.07M
4
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$1.55M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$995K

Sector Composition

1 Consumer Discretionary 0.65%
2 Healthcare 0.35%
3 Consumer Staples 0.26%
4 Industrials 0.21%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K ﹤0.01%
+491
177
$28K ﹤0.01%
581
-204
178
$28K ﹤0.01%
170
179
$28K ﹤0.01%
2,040
180
$27K ﹤0.01%
961
181
$27K ﹤0.01%
441
182
$26K ﹤0.01%
1,644
-132
183
$24K ﹤0.01%
+391
184
$24K ﹤0.01%
260
185
$24K ﹤0.01%
208
-43
186
$23K ﹤0.01%
64
187
$22K ﹤0.01%
+758
188
$21K ﹤0.01%
+282
189
$20K ﹤0.01%
82
-27
190
$20K ﹤0.01%
203
191
$19K ﹤0.01%
45
192
$19K ﹤0.01%
500
193
$19K ﹤0.01%
225
194
$18K ﹤0.01%
69
195
$18K ﹤0.01%
+104
196
$17K ﹤0.01%
606
197
$17K ﹤0.01%
400
198
$16K ﹤0.01%
287
-560
199
$16K ﹤0.01%
279
200
$15K ﹤0.01%
+320
6 7
8
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