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
301
$19K ﹤0.01%
796
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$18K ﹤0.01%
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$17K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
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$12K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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$10K ﹤0.01%
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$9K ﹤0.01%
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$8K ﹤0.01%
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$8K ﹤0.01%
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321
$8K ﹤0.01%
279
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$8K ﹤0.01%
46
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$8K ﹤0.01%
104
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$7K ﹤0.01%
96
325
$7K ﹤0.01%
139