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
$920M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$7.64M
3
+$7.5M
4
IYW icon
iShares US Technology ETF
IYW
+$7.26M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$7.09M

Top Sells

1
+$26.3M
2
+$2.76M
3
+$2.06M
4
PRGO icon
Perrigo
PRGO
+$1.97M
5
KMB icon
Kimberly-Clark
KMB
+$1.96M

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
501
$5K ﹤0.01%
184
502
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304
-300
503
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835
504
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500
-400
505
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562
506
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77
-15,021
507
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500
508
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400
509
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70
510
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436
+8
511
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73
512
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122
513
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100
514
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227
-16
515
$4K ﹤0.01%
122
516
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59
+10
517
$4K ﹤0.01%
62
518
$4K ﹤0.01%
+432
519
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72
520
$3K ﹤0.01%
+100
521
$3K ﹤0.01%
500
522
$3K ﹤0.01%
55
-54
523
$3K ﹤0.01%
2,490
524
$3K ﹤0.01%
2,125
525
$3K ﹤0.01%
100
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