TFA
Transamerica Financial Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
+0.73%
1 Year Return
+14.16%
3 Year Return
+50.1%
5 Year Return
+87.73%
10 Year Return
+176.4%
AUM
$839M
AUM Growth
+$839M
(-9%)
Cap. Flow
-$95.4M
Cap. Flow
% of AUM
-11.37%
Top 10 Holdings %
Top 10 Hldgs %
28.61%
Holding
487
New
68
Increased
132
Reduced
181
Closed
61
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 6.9% |
| 2 | Technology | 5.75% |
| 3 | Healthcare | 5.24% |
| 4 | Financials | 3.82% |
| 5 | Communication Services | 3.34% |