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
276
$52K 0.01%
1,236
277
$46K ﹤0.01%
788
278
$46K ﹤0.01%
1,730
279
$45K ﹤0.01%
498
280
$44K ﹤0.01%
318
281
$41K ﹤0.01%
162
282
$41K ﹤0.01%
201
283
$40K ﹤0.01%
367
284
$39K ﹤0.01%
198
285
$37K ﹤0.01%
636
286
$36K ﹤0.01%
1,845
287
$35K ﹤0.01%
224
288
$35K ﹤0.01%
112
289
$34K ﹤0.01%
76
290
$30K ﹤0.01%
632
291
$28K ﹤0.01%
2,608
292
$26K ﹤0.01%
322
293
$24K ﹤0.01%
+442
294
$22K ﹤0.01%
378
295
$22K ﹤0.01%
291
296
$21K ﹤0.01%
155
297
$21K ﹤0.01%
804
298
$21K ﹤0.01%
61
299
$20K ﹤0.01%
188
300
$19K ﹤0.01%
549
10 11
12
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