TLFA
True Link Financial Advisors Portfolio holdings
AUM
$1.45B
This Quarter Return
+1.25%
1 Year Return
+7.66%
3 Year Return
+21.27%
5 Year Return
–
10 Year Return
–
AUM
$690M
AUM Growth
+$690M
(+8.1%)
Cap. Flow
+$43.6M
Cap. Flow
% of AUM
6.33%
Top 10 Holdings %
Top 10 Hldgs %
57.55%
Holding
758
New
56
Increased
72
Reduced
74
Closed
41
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$13.6M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$13M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$5.23M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.88M |
| 5 |
iShares ESG Aware MSCI USA ETF
ESGU
|
$4.43M |
Top Sells
Sector Composition
| 1 | Technology | 0.86% |
| 2 | Consumer Discretionary | 0.66% |
| 3 | Healthcare | 0.6% |
| 4 | Consumer Staples | 0.39% |
| 5 | Industrials | 0.29% |
