TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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
476
$1K ﹤0.01%
8
477
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5
478
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+11
479
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4
480
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4
481
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+2
482
$1K ﹤0.01%
63
-3
483
$1K ﹤0.01%
9
-10,913
484
$1K ﹤0.01%
5
485
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6
486
$1K ﹤0.01%
17
487
$1K ﹤0.01%
12
-18,899
488
$1K ﹤0.01%
10
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$1K ﹤0.01%
+3
490
$1K ﹤0.01%
2
491
$1K ﹤0.01%
1
492
$1K ﹤0.01%
2
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494
$1K ﹤0.01%
2
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495
$1K ﹤0.01%
5
496
$1K ﹤0.01%
8
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497
$1K ﹤0.01%
1
498
$1K ﹤0.01%
1
499
$1K ﹤0.01%
+10
500
$1K ﹤0.01%
10
+8
18 19
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