TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.76%
2 Consumer Staples 3.29%
3 Industrials 2.88%
4 Technology 2.52%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$2K ﹤0.01%
+25
402
$2K ﹤0.01%
52
+51
403
$2K ﹤0.01%
8
+4
404
$2K ﹤0.01%
16
+15
405
$2K ﹤0.01%
90
+88
406
$2K ﹤0.01%
+25
407
$2K ﹤0.01%
+10
408
$2K ﹤0.01%
48
409
$2K ﹤0.01%
12
+10
410
$2K ﹤0.01%
59
411
$2K ﹤0.01%
12
-1
412
$2K ﹤0.01%
8
413
$2K ﹤0.01%
25
+15
414
$2K ﹤0.01%
+51
415
$2K ﹤0.01%
66
-10,319
416
$2K ﹤0.01%
30
-7,038
417
$1K ﹤0.01%
+25
418
0
419
$1K ﹤0.01%
1
420
$1K ﹤0.01%
+3
421
$1K ﹤0.01%
2
-1
422
$1K ﹤0.01%
3
-174
423
$1K ﹤0.01%
2
424
$1K ﹤0.01%
2
-439
425
$1K ﹤0.01%
1