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
$920M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$7.87M
3
+$7.77M
4
IYW icon
iShares US Technology ETF
IYW
+$7.71M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$7.53M

Top Sells

1
+$27.4M
2
+$2.88M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.97M
5
PRGO icon
Perrigo
PRGO
+$1.97M

Sector Composition

1 Technology 2.31%
2 Healthcare 2.07%
3 Financials 1.87%
4 Consumer Staples 1.8%
5 Industrials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$100K 0.01%
+3,493
277
$99K 0.01%
+3,936
278
$96K 0.01%
1,269
+125
279
$94K 0.01%
+1,889
280
$93K 0.01%
6,003
+352
281
$93K 0.01%
5,235
+744
282
$92K 0.01%
3,084
+452
283
$90K 0.01%
2,527
-317
284
$89K 0.01%
2,330
+887
285
$87K 0.01%
1,403
-312
286
$86K 0.01%
3,052
+519
287
$86K 0.01%
1,192
288
$85K 0.01%
1,413
+144
289
$85K 0.01%
2,103
+1,853
290
$85K 0.01%
653
+96
291
$84K 0.01%
4,370
-2,171
292
$83K 0.01%
2,155
+1,855
293
$80K 0.01%
883
+190
294
$78K 0.01%
3,484
+686
295
$78K 0.01%
1,143
+176
296
$78K 0.01%
2,014
+308
297
$78K 0.01%
971
+134
298
$77K 0.01%
1,683
+211
299
$77K 0.01%
+3,547
300
$76K 0.01%
1,347
+208
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