TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.16M
3
+$4.06M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.88M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.83M

Top Sells

1
+$8.7M
2
+$5.24M
3
+$3.97M
4
XOM icon
Exxon Mobil
XOM
+$3.94M
5
TUG icon
STF Tactical Growth ETF
TUG
+$3.25M

Sector Composition

1 Technology 8.07%
2 Financials 3.53%
3 Healthcare 3.29%
4 Industrials 3.14%
5 Consumer Discretionary 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
19
-5,952
527
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24
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3
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529
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4
530
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531
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3
532
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533
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534
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535
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4
536
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+1
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540
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541
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4
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$1K ﹤0.01%
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549
$1K ﹤0.01%
2
550
$1K ﹤0.01%
4
-3
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