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
451
$11K ﹤0.01%
800
452
$11K ﹤0.01%
+150
453
$11K ﹤0.01%
2,167
454
$11K ﹤0.01%
+203
455
$10K ﹤0.01%
201
+200
456
$10K ﹤0.01%
+500
457
$10K ﹤0.01%
85
458
$10K ﹤0.01%
+503
459
$10K ﹤0.01%
110
460
$10K ﹤0.01%
500
461
$10K ﹤0.01%
335
462
$9K ﹤0.01%
219
-149
463
$9K ﹤0.01%
627
+4
464
$9K ﹤0.01%
407
+352
465
$9K ﹤0.01%
102
-19,848
466
$9K ﹤0.01%
75
467
$9K ﹤0.01%
100
468
$9K ﹤0.01%
36
469
$8K ﹤0.01%
+200
470
$8K ﹤0.01%
55
471
$8K ﹤0.01%
200
472
$8K ﹤0.01%
393
473
$8K ﹤0.01%
+400
474
$8K ﹤0.01%
536
-476
475
$8K ﹤0.01%
1,728
17 18
19
20 21