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TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.51M
3
+$5.21M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M

Top Sells

1
+$11.2M
2
+$10M
3
+$9.19M
4
SYY icon
Sysco
SYY
+$8.93M
5
CSCO icon
Cisco
CSCO
+$8.44M

Sector Composition

1 Technology 2.41%
2 Healthcare 1.38%
3 Consumer Staples 1.21%
4 Consumer Discretionary 1.04%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
+10
452
$1K ﹤0.01%
11
-2,316
453
$1K ﹤0.01%
2
454
$1K ﹤0.01%
1
455
$1K ﹤0.01%
+2
456
$1K ﹤0.01%
1
457
$1K ﹤0.01%
21
-4,828
458
$1K ﹤0.01%
3
-19,761
459
$1K ﹤0.01%
2
-13
460
$1K ﹤0.01%
10
-43
461
$1K ﹤0.01%
17
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462
$1K ﹤0.01%
16
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463
$1K ﹤0.01%
+3
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$1K ﹤0.01%
17
-3
465
$1K ﹤0.01%
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$1K ﹤0.01%
7
467
$1K ﹤0.01%
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468
$1K ﹤0.01%
7
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$1K ﹤0.01%
1
470
$1K ﹤0.01%
9
471
$1K ﹤0.01%
3
-1
472
$1K ﹤0.01%
1
473
$1K ﹤0.01%
1
-3
474
$1K ﹤0.01%
1
475
$1K ﹤0.01%
2
17 18
19
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