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
$452M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.51M
3
+$5.21M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M

Top Sells

1
+$11.2M
2
+$10M
3
+$9.19M
4
SYY icon
Sysco
SYY
+$8.93M
5
CSCO icon
Cisco
CSCO
+$8.44M

Sector Composition

1 Technology 2.41%
2 Healthcare 1.38%
3 Consumer Staples 1.21%
4 Consumer Discretionary 1.04%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1K ﹤0.01%
1
402
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403
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404
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2
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7
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406
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407
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1
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11
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422
$1K ﹤0.01%
3
423
$1K ﹤0.01%
5
-10
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$1K ﹤0.01%
2
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425
$1K ﹤0.01%
5
15 16
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