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
$1.02B
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$8.41M
3
+$6.96M
4
ANET icon
Arista Networks
ANET
+$5.92M
5
AMZN icon
Amazon
AMZN
+$5.46M

Top Sells

1
+$12.4M
2
+$7.64M
3
+$4.94M
4
FCX icon
Freeport-McMoran
FCX
+$4.66M
5
NVDA icon
NVIDIA
NVDA
+$4.65M

Sector Composition

1 Technology 7.49%
2 Healthcare 3.9%
3 Financials 3.42%
4 Industrials 3.26%
5 Consumer Discretionary 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$17K ﹤0.01%
154
-1,182
327
$17K ﹤0.01%
87
328
$14K ﹤0.01%
269
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329
$13K ﹤0.01%
89
-1
330
$12K ﹤0.01%
23
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331
$12K ﹤0.01%
100
-6,855
332
$11K ﹤0.01%
264
333
$9K ﹤0.01%
287
-42,005
334
$9K ﹤0.01%
49
-11,416
335
$8K ﹤0.01%
45
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336
$8K ﹤0.01%
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337
$7K ﹤0.01%
46
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338
$7K ﹤0.01%
158
-153
339
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340
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104
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$7K ﹤0.01%
27
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$6K ﹤0.01%
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343
$6K ﹤0.01%
29
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344
$6K ﹤0.01%
34
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345
$6K ﹤0.01%
26
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346
$6K ﹤0.01%
214
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347
$6K ﹤0.01%
169
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348
$5K ﹤0.01%
+107
349
$5K ﹤0.01%
24
+18
350
$5K ﹤0.01%
15
+1
12 13
14
15 16