TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
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%
42
377
$2K ﹤0.01%
19
378
$2K ﹤0.01%
13
-1
379
$2K ﹤0.01%
16
+15
380
$2K ﹤0.01%
40
381
$2K ﹤0.01%
3
382
$2K ﹤0.01%
30
383
$2K ﹤0.01%
23
+1
384
$2K ﹤0.01%
21
-2
385
$2K ﹤0.01%
19
+18
386
$2K ﹤0.01%
18
387
$2K ﹤0.01%
42
388
$2K ﹤0.01%
+15
389
$2K ﹤0.01%
41
390
$2K ﹤0.01%
18
+9
391
$2K ﹤0.01%
9
-1
392
$2K ﹤0.01%
58
-6
393
$2K ﹤0.01%
10
-3
394
$2K ﹤0.01%
26
-5,442
395
$2K ﹤0.01%
10
396
$2K ﹤0.01%
27
-234
397
$2K ﹤0.01%
49
-13,097
398
$2K ﹤0.01%
40
+20
399
$2K ﹤0.01%
+21
400
$2K ﹤0.01%
28
+26