We are live on ! Find out more
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
$677M
AUM Growth
-$78.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.29M
3
+$6.94M
4
INTU icon
Intuit
INTU
+$6.85M
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$5.82M

Top Sells

1
+$17.2M
2
+$9.75M
3
+$8.91M
4
AXP icon
American Express
AXP
+$8.23M
5
CB icon
Chubb
CB
+$7.48M

Sector Composition

1 Technology 11.28%
2 Consumer Staples 7.37%
3 Healthcare 6.73%
4 Financials 4.75%
5 Consumer Discretionary 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
1
402
$1K ﹤0.01%
55
+6
403
$1K ﹤0.01%
100
+10
404
$1K ﹤0.01%
1
405
$1K ﹤0.01%
12
406
$1K ﹤0.01%
1
407
$1K ﹤0.01%
5
408
$1K ﹤0.01%
1
409
$1K ﹤0.01%
4
410
$1K ﹤0.01%
2
-4,343
411
$1K ﹤0.01%
1
412
$1K ﹤0.01%
10
-1
413
$1K ﹤0.01%
2
414
$1K ﹤0.01%
14
415
$1K ﹤0.01%
1
416
$1K ﹤0.01%
1
417
$1K ﹤0.01%
10
418
$1K ﹤0.01%
2
419
$1K ﹤0.01%
1
-6,350
420
$1K ﹤0.01%
1
421
$1K ﹤0.01%
13
422
$1K ﹤0.01%
+1
423
$1K ﹤0.01%
20
-2,957
424
$1K ﹤0.01%
7
425
$1K ﹤0.01%
1
15 16
17
18 19