TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.16M
3
+$4.06M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.88M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.83M

Top Sells

1
+$8.7M
2
+$5.24M
3
+$3.97M
4
XOM icon
Exxon Mobil
XOM
+$3.94M
5
TUG icon
STF Tactical Growth ETF
TUG
+$3.25M

Sector Composition

1 Technology 8.07%
2 Financials 3.53%
3 Healthcare 3.29%
4 Industrials 3.14%
5 Consumer Discretionary 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
33
-1
377
$3K ﹤0.01%
71
378
$3K ﹤0.01%
66
379
$3K ﹤0.01%
23
-2
380
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80
381
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5
382
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-3
383
$3K ﹤0.01%
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384
$2K ﹤0.01%
32
385
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386
$2K ﹤0.01%
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-1
387
$2K ﹤0.01%
6
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9
389
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390
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$2K ﹤0.01%
21
392
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393
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394
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82
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395
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26
396
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75
397
$2K ﹤0.01%
115
398
$2K ﹤0.01%
14
-14
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$2K ﹤0.01%
26
400
$2K ﹤0.01%
42
14 15
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17 18