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
$702M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 3.76%
2 Consumer Staples 3.29%
3 Industrials 2.88%
4 Technology 2.52%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$1K ﹤0.01%
+10
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528
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9
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+15
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8
-1
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15
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4
536
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+100
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541
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0
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2
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548
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20
549
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1
550
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2