TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$24K

Top Sells

1
+$26M
2
+$6.85M
3
+$5.67M
4
ANET icon
Arista Networks
ANET
+$5M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.64M

Sector Composition

1 Technology 7.49%
2 Healthcare 4.4%
3 Industrials 3.07%
4 Financials 2.77%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$82K 0.01%
1,055
252
$78K 0.01%
722
253
$77K 0.01%
805
254
$76K 0.01%
1,518
255
$74K 0.01%
1,634
256
$74K 0.01%
1,463
257
$71K 0.01%
949
258
$70K 0.01%
2,443
259
$70K 0.01%
5,240
260
$70K 0.01%
331
261
$70K 0.01%
654
262
$67K 0.01%
660
263
$67K 0.01%
2,337
264
$66K 0.01%
2,386
265
$66K 0.01%
170
266
$65K 0.01%
732
267
$64K 0.01%
157
268
$64K 0.01%
116
269
$63K 0.01%
571
270
$62K 0.01%
860
271
$62K 0.01%
113
272
$61K 0.01%
1,914
273
$60K 0.01%
235
274
$59K 0.01%
383
275
$58K 0.01%
1,330
9 10
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