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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
$452M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.51M
3
+$5.21M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M

Top Sells

1
+$11.2M
2
+$10M
3
+$9.19M
4
SYY icon
Sysco
SYY
+$8.93M
5
CSCO icon
Cisco
CSCO
+$8.44M

Sector Composition

1 Technology 2.41%
2 Healthcare 1.38%
3 Consumer Staples 1.21%
4 Consumer Discretionary 1.04%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
18
377
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2
378
$1K ﹤0.01%
23
379
$1K ﹤0.01%
1
380
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+9
381
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5
-30
382
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383
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-13
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5
385
$1K ﹤0.01%
+11
386
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4
387
$1K ﹤0.01%
4
388
$1K ﹤0.01%
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$1K ﹤0.01%
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$1K ﹤0.01%
9
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$1K ﹤0.01%
22
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$1K ﹤0.01%
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$1K ﹤0.01%
4
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$1K ﹤0.01%
27
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$1K ﹤0.01%
1
398
$1K ﹤0.01%
3
399
$1K ﹤0.01%
1
400
$1K ﹤0.01%
6
14 15
16
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