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TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$737M
AUM Growth
-$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
427
New
Increased
Reduced
Closed

Top Buys

1
+$8.06M
2
+$7.92M
3
+$7.72M
4
PEZ icon
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
+$6.35M
5
CSCO icon
Cisco
CSCO
+$5.71M

Top Sells

1
+$14.3M
2
+$12.3M
3
+$9.59M
4
CHRW icon
C.H. Robinson
CHRW
+$7.7M
5
VV icon
Vanguard Large-Cap ETF
VV
+$7.61M

Sector Composition

1 Healthcare 7.63%
2 Consumer Staples 6.18%
3 Technology 6.07%
4 Financials 4.93%
5 Utilities 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
2
352
$1K ﹤0.01%
1
353
$1K ﹤0.01%
13
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354
$1K ﹤0.01%
7
355
$1K ﹤0.01%
22
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356
$1K ﹤0.01%
3
-10,929
357
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4
-1
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1
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$1K ﹤0.01%
10
360
$1K ﹤0.01%
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361
$1K ﹤0.01%
2
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$1K ﹤0.01%
1
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1
364
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1
365
$1K ﹤0.01%
10
366
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369
$1K ﹤0.01%
6
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$1K ﹤0.01%
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$1K ﹤0.01%
1
372
$1K ﹤0.01%
7
-9
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$1K ﹤0.01%
3
374
$1K ﹤0.01%
1
375
$1K ﹤0.01%
1
13 14
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16 17