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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
$1.01B
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.16M
3
+$4.06M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.88M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.83M

Top Sells

1
+$8.7M
2
+$5.24M
3
+$3.97M
4
XOM icon
ExxonMobil
XOM
+$3.94M
5
TUG icon
STF Tactical Growth ETF
TUG
+$3.25M

Sector Composition

1 Technology 8.07%
2 Financials 3.53%
3 Healthcare 3.29%
4 Industrials 3.14%
5 Consumer Discretionary 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1K ﹤0.01%
4
452
$1K ﹤0.01%
2
453
$1K ﹤0.01%
2
-5
454
$1K ﹤0.01%
8
455
$1K ﹤0.01%
30
456
$1K ﹤0.01%
1
457
$1K ﹤0.01%
19
-5,952
458
$1K ﹤0.01%
24
-87
459
$1K ﹤0.01%
11
460
$1K ﹤0.01%
8
461
$1K ﹤0.01%
3
-5
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$1K ﹤0.01%
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463
$1K ﹤0.01%
27
-187
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$1K ﹤0.01%
3
465
$1K ﹤0.01%
1
466
$1K ﹤0.01%
4
467
$1K ﹤0.01%
2
468
$1K ﹤0.01%
4
469
$1K ﹤0.01%
2
-2
470
$1K ﹤0.01%
4
471
$1K ﹤0.01%
+1
472
$1K ﹤0.01%
2
473
$1K ﹤0.01%
26
474
$1K ﹤0.01%
3
475
$1K ﹤0.01%
9
17 18
19
20 21