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
$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%
13
-1
402
$2K ﹤0.01%
49
-13,097
403
$2K ﹤0.01%
40
+20
404
$2K ﹤0.01%
+21
405
$2K ﹤0.01%
28
+26
406
$2K ﹤0.01%
+25
407
$2K ﹤0.01%
52
+51
408
$2K ﹤0.01%
8
+4
409
$2K ﹤0.01%
40
410
$2K ﹤0.01%
15
411
$2K ﹤0.01%
30
412
$2K ﹤0.01%
23
+1
413
$2K ﹤0.01%
21
-2
414
$2K ﹤0.01%
16
+15
415
$2K ﹤0.01%
90
+88
416
$2K ﹤0.01%
+25
417
$1K ﹤0.01%
1
418
$1K ﹤0.01%
1
419
$1K ﹤0.01%
1
420
$1K ﹤0.01%
1
421
$1K ﹤0.01%
2
422
$1K ﹤0.01%
1
423
$1K ﹤0.01%
1
424
$1K ﹤0.01%
9
425
$1K ﹤0.01%
4
+3