TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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%
10
402
$1K ﹤0.01%
1
403
$1K ﹤0.01%
1
-3
404
$1K ﹤0.01%
1
405
$1K ﹤0.01%
2
406
$1K ﹤0.01%
1
407
$1K ﹤0.01%
1
408
$1K ﹤0.01%
11
-79
409
$1K ﹤0.01%
1
410
$1K ﹤0.01%
4
-28
411
$1K ﹤0.01%
1
-3
412
$1K ﹤0.01%
1
413
$1K ﹤0.01%
13
414
$1K ﹤0.01%
3
415
$1K ﹤0.01%
+6
416
$1K ﹤0.01%
2
+1
417
$1K ﹤0.01%
+2
418
$1K ﹤0.01%
7
-7,157
419
$1K ﹤0.01%
1
420
$1K ﹤0.01%
24
421
$1K ﹤0.01%
1
422
$1K ﹤0.01%
1
423
$1K ﹤0.01%
22
+2
424
$1K ﹤0.01%
1
425
$1K ﹤0.01%
1
15 16
17
18 19