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
301
$73K 0.01%
923
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302
$72K 0.01%
2,733
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303
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$65K 0.01%
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325
$65K 0.01%
781
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