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
476
$8K ﹤0.01%
159
-425
477
$7K ﹤0.01%
200
478
$7K ﹤0.01%
519
-1,017
479
$7K ﹤0.01%
150
480
$7K ﹤0.01%
242
481
$7K ﹤0.01%
121
482
$7K ﹤0.01%
132
-86
483
$7K ﹤0.01%
200
484
$7K ﹤0.01%
+35
485
$7K ﹤0.01%
633
486
$7K ﹤0.01%
+1,000
487
$7K ﹤0.01%
+225
488
$7K ﹤0.01%
203
489
$6K ﹤0.01%
522
-1,156
490
$6K ﹤0.01%
+125
491
$6K ﹤0.01%
+200
492
$6K ﹤0.01%
30
493
$6K ﹤0.01%
167
+1
494
$6K ﹤0.01%
302
495
$6K ﹤0.01%
75
496
$6K ﹤0.01%
225
+4
497
$6K ﹤0.01%
190
498
$5K ﹤0.01%
117
499
$5K ﹤0.01%
184
500
$5K ﹤0.01%
101
-2
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