TLFA

True Link Financial Advisors Portfolio holdings

AUM $1.65B
1-Year Est. Return 10.19%
This Quarter Est. Return
1 Year Est. Return
+10.19%
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
+$5.22M
2
+$4.35M
3
+$3.12M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.75M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.35M

Top Sells

1
+$10.3M
2
+$5.65M
3
+$1.98M
4
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$1.5M
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
$14K ﹤0.01%
+277
205
$14K ﹤0.01%
+414
206
$13K ﹤0.01%
+131
207
$12K ﹤0.01%
+467
208
$12K ﹤0.01%
167
-58
209
$11K ﹤0.01%
+507
210
$11K ﹤0.01%
16
211
$11K ﹤0.01%
51
212
$10K ﹤0.01%
63
-48
213
$10K ﹤0.01%
112
-30
214
$10K ﹤0.01%
52
215
$9K ﹤0.01%
162
-132
216
$9K ﹤0.01%
200
217
$9K ﹤0.01%
+209
218
$8K ﹤0.01%
+640
219
$8K ﹤0.01%
103
220
$7K ﹤0.01%
+68
221
$7K ﹤0.01%
78
222
$7K ﹤0.01%
88
223
$7K ﹤0.01%
23
-6
224
$7K ﹤0.01%
340
225
$7K ﹤0.01%
20
7 8
9
10 11