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
$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%
5
402
$1K ﹤0.01%
15
-3
403
$1K ﹤0.01%
5
404
$1K ﹤0.01%
6
405
$1K ﹤0.01%
17
406
$1K ﹤0.01%
12
-18,899
407
$1K ﹤0.01%
10
408
$1K ﹤0.01%
+3
409
$1K ﹤0.01%
2
410
$1K ﹤0.01%
1
411
$1K ﹤0.01%
2
412
$1K ﹤0.01%
2
-6
413
$1K ﹤0.01%
3
414
$1K ﹤0.01%
5
-10
415
$1K ﹤0.01%
2
-4
416
$1K ﹤0.01%
5
417
$1K ﹤0.01%
8
-1
418
$1K ﹤0.01%
+8
419
$1K ﹤0.01%
1
420
$1K ﹤0.01%
1
421
$1K ﹤0.01%
+10
422
$1K ﹤0.01%
10
+8
423
$1K ﹤0.01%
1
424
$1K ﹤0.01%
4
+3
425
$1K ﹤0.01%
+3
15 16
17
18 19