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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
$724M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$10.1M
3
+$1.82M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.66M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.4M

Top Sells

1
+$12.5M
2
+$11.7M
3
+$9.48M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.09M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$5.32M

Sector Composition

1 Technology 3.3%
2 Healthcare 2.89%
3 Financials 2.17%
4 Consumer Staples 1.9%
5 Industrials 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
7
377
$1K ﹤0.01%
+3
378
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1
379
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1
-6
380
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1
381
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382
– –
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1
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4
385
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-2
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1
388
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389
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1
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1
391
$1K ﹤0.01%
1
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25
393
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397
$1K ﹤0.01%
1
398
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1
399
$1K ﹤0.01%
1
400
$1K ﹤0.01%
9
14 15
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17 18