TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$755M
AUM Growth
-$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.71%
2 Consumer Staples 8.16%
3 Healthcare 7.97%
4 Financials 7.4%
5 Utilities 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$1K ﹤0.01%
1
377
$1K ﹤0.01%
18
-2
378
$1K ﹤0.01%
1
379
$1K ﹤0.01%
1
380
$1K ﹤0.01%
2
381
$1K ﹤0.01%
22
-41,368
382
$1K ﹤0.01%
1
383
$1K ﹤0.01%
1
384
$1K ﹤0.01%
14
-22
385
$1K ﹤0.01%
1
386
$1K ﹤0.01%
2
387
$1K ﹤0.01%
10
388
$1K ﹤0.01%
1
389
$1K ﹤0.01%
1
390
$1K ﹤0.01%
1
391
$1K ﹤0.01%
1
392
$1K ﹤0.01%
1
-1,088
393
$1K ﹤0.01%
13
-3
394
$1K ﹤0.01%
14
395
$1K ﹤0.01%
4
396
$1K ﹤0.01%
5
397
$1K ﹤0.01%
6
398
$1K ﹤0.01%
4
-16
399
$1K ﹤0.01%
4
400
$1K ﹤0.01%
67