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
201
$15K ﹤0.01%
+236
202
$15K ﹤0.01%
59
203
$15K ﹤0.01%
+286
204
$15K ﹤0.01%
62
205
$14K ﹤0.01%
+277
206
$14K ﹤0.01%
+414
207
$13K ﹤0.01%
+131
208
$12K ﹤0.01%
+467
209
$12K ﹤0.01%
167
-58
210
$11K ﹤0.01%
+507
211
$11K ﹤0.01%
16
212
$11K ﹤0.01%
51
213
$10K ﹤0.01%
63
-48
214
$10K ﹤0.01%
112
-30
215
$10K ﹤0.01%
52
216
$9K ﹤0.01%
200
217
$9K ﹤0.01%
+209
218
$9K ﹤0.01%
162
-132
219
$8K ﹤0.01%
+640
220
$8K ﹤0.01%
103
221
$7K ﹤0.01%
23
-6
222
$7K ﹤0.01%
340
223
$7K ﹤0.01%
20
224
$7K ﹤0.01%
+68
225
$7K ﹤0.01%
78
7 8
9
10 11