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
$702M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.76%
2 Consumer Staples 3.29%
3 Industrials 2.88%
4 Technology 2.52%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$4K ﹤0.01%
76
352
$4K ﹤0.01%
134
353
$4K ﹤0.01%
43
-3
354
$3K ﹤0.01%
38
355
$3K ﹤0.01%
+51
356
$3K ﹤0.01%
76
357
$3K ﹤0.01%
+53
358
$3K ﹤0.01%
35
-4,349
359
$3K ﹤0.01%
8
-1
360
$3K ﹤0.01%
16
361
$3K ﹤0.01%
139
362
$3K ﹤0.01%
44
+1
363
$3K ﹤0.01%
5
364
$3K ﹤0.01%
9
-1
365
$3K ﹤0.01%
69
-34,226
366
$3K ﹤0.01%
4
-1
367
$3K ﹤0.01%
158
-10
368
$3K ﹤0.01%
79
-111
369
$3K ﹤0.01%
39
-7
370
$3K ﹤0.01%
+35
371
$2K ﹤0.01%
27
-234
372
$2K ﹤0.01%
3
373
$2K ﹤0.01%
16
+15
374
$2K ﹤0.01%
19
+18
375
$2K ﹤0.01%
18