TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
376
$2K ﹤0.01%
48
377
$2K ﹤0.01%
12
+10
378
$2K ﹤0.01%
59
379
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12
-1
380
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8
381
$2K ﹤0.01%
25
+15
382
$2K ﹤0.01%
+51
383
$2K ﹤0.01%
66
-10,319
384
$2K ﹤0.01%
30
-7,038
385
$2K ﹤0.01%
18
386
$2K ﹤0.01%
42
387
$2K ﹤0.01%
+15
388
$2K ﹤0.01%
41
389
$2K ﹤0.01%
18
+9
390
$2K ﹤0.01%
9
-1
391
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58
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392
$2K ﹤0.01%
10
-3
393
$2K ﹤0.01%
26
-5,442
394
$2K ﹤0.01%
10
395
$2K ﹤0.01%
15
+14
396
$2K ﹤0.01%
19
-2
397
$2K ﹤0.01%
67
-1
398
$2K ﹤0.01%
55
399
$2K ﹤0.01%
42
400
$2K ﹤0.01%
19