TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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%
3
-15
452
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1
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1
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455
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4
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40
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5
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8
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5
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+11
464
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4
465
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4
466
$1K ﹤0.01%
+2
467
$1K ﹤0.01%
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468
$1K ﹤0.01%
9
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469
$1K ﹤0.01%
22
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470
$1K ﹤0.01%
1
471
$1K ﹤0.01%
1
472
$1K ﹤0.01%
18
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473
$1K ﹤0.01%
4
474
$1K ﹤0.01%
6
475
$1K ﹤0.01%
5
17 18
19
20 21