TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$702M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.76%
2 Consumer Staples 3.29%
3 Industrials 2.88%
4 Technology 2.52%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$1K ﹤0.01%
26
+25
452
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+2
453
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1
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455
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2
+1
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2
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1
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1
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6
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4
471
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4
472
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5
+1
473
$1K ﹤0.01%
2
+1
474
$1K ﹤0.01%
4
475
$1K ﹤0.01%
10
+5