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
351
$46K 0.01%
506
+201
352
$46K 0.01%
+2,091
353
$45K ﹤0.01%
+940
354
$45K ﹤0.01%
1,170
-143
355
$43K ﹤0.01%
601
356
$42K ﹤0.01%
+900
357
$42K ﹤0.01%
1,100
358
$41K ﹤0.01%
1,010
-187
359
$41K ﹤0.01%
2,000
-3,950
360
$39K ﹤0.01%
650
361
$39K ﹤0.01%
3,450
-2,683
362
$37K ﹤0.01%
468
+221
363
$37K ﹤0.01%
311
364
$37K ﹤0.01%
+1,244
365
$37K ﹤0.01%
658
-94
366
$37K ﹤0.01%
4,000
367
$37K ﹤0.01%
316
368
$35K ﹤0.01%
451
+335
369
$34K ﹤0.01%
2,050
+25
370
$34K ﹤0.01%
1,322
+1,027
371
$33K ﹤0.01%
+2,709
372
$32K ﹤0.01%
880
-1,055
373
$32K ﹤0.01%
2,706
+1,000
374
$32K ﹤0.01%
1,800
+1,000
375
$31K ﹤0.01%
735
+2
13 14
15
16 17