We are live on ! Find out more
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
$677M
AUM Growth
-$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.29M
3
+$6.94M
4
INTU icon
Intuit
INTU
+$6.85M
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$5.82M

Top Sells

1
+$17.2M
2
+$9.75M
3
+$8.91M
4
AXP icon
American Express
AXP
+$8.23M
5
CB icon
Chubb
CB
+$7.48M

Sector Composition

1 Technology 11.28%
2 Consumer Staples 7.37%
3 Healthcare 6.73%
4 Financials 4.75%
5 Consumer Discretionary 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
1
-1,747
352
$1K ﹤0.01%
1
353
$1K ﹤0.01%
1
354
$1K ﹤0.01%
9
355
$1K ﹤0.01%
34
-6
356
$1K ﹤0.01%
1
357
$1K ﹤0.01%
14
-1
358
$1K ﹤0.01%
15
+2
359
$1K ﹤0.01%
11
-3
360
$1K ﹤0.01%
12
-8,792
361
$1K ﹤0.01%
5
+1
362
$1K ﹤0.01%
18
-22
363
$1K ﹤0.01%
2
364
$1K ﹤0.01%
72
-12
365
$1K ﹤0.01%
1
366
$1K ﹤0.01%
+1
367
$1K ﹤0.01%
8
368
$1K ﹤0.01%
14
+1
369
$1K ﹤0.01%
4
370
$1K ﹤0.01%
4
371
$1K ﹤0.01%
66
-1
372
$1K ﹤0.01%
20
+1
373
$1K ﹤0.01%
8
374
$1K ﹤0.01%
1
375
$1K ﹤0.01%
1
13 14
15
16 17