TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$755M
AUM Growth
-$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.71%
2 Consumer Staples 8.16%
3 Healthcare 7.97%
4 Financials 7.4%
5 Utilities 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$1K ﹤0.01%
19
+2
402
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7
403
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1
404
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405
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4
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1
407
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1
408
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1
409
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2
-11,708
410
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6
411
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1
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6
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5
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1
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$1K ﹤0.01%
5
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$1K ﹤0.01%
1
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1
425
$1K ﹤0.01%
8