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
$980M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.92M
3
+$3.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.63M
5
AVGO icon
Broadcom
AVGO
+$3.43M

Top Sells

1
+$4.77M
2
+$4.67M
3
+$4.04M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$4M
5
TUG icon
STF Tactical Growth ETF
TUG
+$3.22M

Sector Composition

1 Technology 6.89%
2 Financials 3.8%
3 Healthcare 3.52%
4 Industrials 3.15%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$2K ﹤0.01%
82
402
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403
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404
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-2
405
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32
406
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407
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408
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40
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5
412
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10
415
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12
417
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9
418
$2K ﹤0.01%
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419
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6
420
$2K ﹤0.01%
17
-13,715
421
$1K ﹤0.01%
1
422
$1K ﹤0.01%
4
-1
423
$1K ﹤0.01%
6
424
$1K ﹤0.01%
1
425
$1K ﹤0.01%
3
15 16
17
18 19