TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$920M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$7.87M
3
+$7.77M
4
IYW icon
iShares US Technology ETF
IYW
+$7.71M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$7.53M

Top Sells

1
+$27.4M
2
+$2.88M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.97M
5
PRGO icon
Perrigo
PRGO
+$1.97M

Sector Composition

1 Technology 2.31%
2 Healthcare 2.07%
3 Financials 1.87%
4 Consumer Staples 1.8%
5 Industrials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$16K ﹤0.01%
186
427
$16K ﹤0.01%
420
428
$16K ﹤0.01%
1,700
+1,400
429
$16K ﹤0.01%
750
430
$16K ﹤0.01%
+164
431
$15K ﹤0.01%
600
432
$15K ﹤0.01%
1,751
+611
433
$15K ﹤0.01%
+1,000
434
$15K ﹤0.01%
406
-497
435
$15K ﹤0.01%
152
436
$15K ﹤0.01%
400
437
$14K ﹤0.01%
1,000
438
$14K ﹤0.01%
800
439
$14K ﹤0.01%
991
-884
440
$14K ﹤0.01%
188
441
$14K ﹤0.01%
490
442
$13K ﹤0.01%
214
-862
443
$13K ﹤0.01%
+75
444
$13K ﹤0.01%
200
445
$13K ﹤0.01%
500
+200
446
$12K ﹤0.01%
+464
447
$12K ﹤0.01%
+1,000
448
$12K ﹤0.01%
873
+234
449
$12K ﹤0.01%
1,500
450
$12K ﹤0.01%
546
+31
16 17
18
19 20