TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.51M
3
+$5.21M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M

Top Sells

1
+$11.2M
2
+$10M
3
+$9.19M
4
SYY icon
Sysco
SYY
+$8.93M
5
CSCO icon
Cisco
CSCO
+$8.44M

Sector Composition

1 Technology 2.41%
2 Healthcare 1.38%
3 Consumer Staples 1.21%
4 Consumer Discretionary 1.04%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
46
-52,847
277
$5K ﹤0.01%
46
278
$5K ﹤0.01%
131
-37,640
279
$5K ﹤0.01%
167
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280
$4K ﹤0.01%
27
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281
$4K ﹤0.01%
64
-7,749
282
$4K ﹤0.01%
71
283
$4K ﹤0.01%
56
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284
$4K ﹤0.01%
58
-20,536
285
$4K ﹤0.01%
49
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286
$3K ﹤0.01%
32
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287
$3K ﹤0.01%
84
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288
$3K ﹤0.01%
45
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289
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23
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290
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292
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25
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293
$3K ﹤0.01%
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294
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20
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295
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35
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296
$3K ﹤0.01%
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297
$3K ﹤0.01%
39
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298
$3K ﹤0.01%
75
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299
$3K ﹤0.01%
92
-33
300
$3K ﹤0.01%
14
-2,348
10 11
12
13 14