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
376
$31K ﹤0.01%
610
-4,560
377
$30K ﹤0.01%
541
-6,476
378
$30K ﹤0.01%
1,300
-200
379
$29K ﹤0.01%
400
-60
380
$29K ﹤0.01%
621
-2,763
381
$29K ﹤0.01%
+876
382
$28K ﹤0.01%
+800
383
$28K ﹤0.01%
1,052
+781
384
$28K ﹤0.01%
1,500
+200
385
$27K ﹤0.01%
2,113
-1,425
386
$27K ﹤0.01%
+1,064
387
$27K ﹤0.01%
1,302
+145
388
$27K ﹤0.01%
+387
389
$26K ﹤0.01%
1,800
+1,000
390
$26K ﹤0.01%
+394
391
$26K ﹤0.01%
318
392
$26K ﹤0.01%
474
393
$25K ﹤0.01%
1,092
+888
394
$25K ﹤0.01%
600
395
$25K ﹤0.01%
1,988
-466
396
$25K ﹤0.01%
585
397
$25K ﹤0.01%
562
-4
398
$25K ﹤0.01%
350
+250
399
$23K ﹤0.01%
433
400
$23K ﹤0.01%
417
14 15
16
17 18