TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$920M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$7.87M
3
+$7.77M
4
IYW icon
iShares US Technology ETF
IYW
+$7.71M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$7.53M

Top Sells

1
+$27.4M
2
+$2.88M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.97M
5
PRGO icon
Perrigo
PRGO
+$1.97M

Sector Composition

1 Technology 2.31%
2 Healthcare 2.07%
3 Financials 1.87%
4 Consumer Staples 1.8%
5 Industrials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$22K ﹤0.01%
500
-150
402
$21K ﹤0.01%
226
403
$20K ﹤0.01%
+284
404
$20K ﹤0.01%
442
+257
405
$20K ﹤0.01%
1,223
+325
406
$19K ﹤0.01%
428
407
$19K ﹤0.01%
210
408
$18K ﹤0.01%
320
409
$18K ﹤0.01%
360
-547,650
410
$18K ﹤0.01%
+218
411
$18K ﹤0.01%
1,000
412
$18K ﹤0.01%
1,000
-1,000
413
$18K ﹤0.01%
1,485
-2,342
414
$18K ﹤0.01%
500
415
$17K ﹤0.01%
437
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416
$17K ﹤0.01%
201
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417
$17K ﹤0.01%
206
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418
$17K ﹤0.01%
200
419
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313
420
$17K ﹤0.01%
517
+413
421
$17K ﹤0.01%
300
422
$17K ﹤0.01%
274
-703
423
$16K ﹤0.01%
696
+101
424
$16K ﹤0.01%
195
-3,484
425
$16K ﹤0.01%
200
15 16
17
18 19