We are live on ! Find out more
TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$980M
AUM Growth
-$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$4.32M
3
+$3.87M
4
VV icon
Vanguard Large-Cap ETF
VV
+$3.82M
5
SHOP icon
Shopify
SHOP
+$3.79M

Top Sells

1
+$4.7M
2
+$4.52M
3
+$4.31M
4
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$4.1M
5
TUG icon
STF Tactical Growth ETF
TUG
+$3.47M

Sector Composition

1 Technology 6.89%
2 Financials 3.8%
3 Healthcare 3.52%
4 Industrials 3.15%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
7
527
$1K ﹤0.01%
3
528
$1K ﹤0.01%
+1
529
$1K ﹤0.01%
17
530
$1K ﹤0.01%
23
531
$1K ﹤0.01%
4
532
$1K ﹤0.01%
+12
533
$1K ﹤0.01%
4
534
$1K ﹤0.01%
21
535
$1K ﹤0.01%
+2
536
$1K ﹤0.01%
23
537
$1K ﹤0.01%
6
538
$1K ﹤0.01%
+2
539
$1K ﹤0.01%
2
540
$1K ﹤0.01%
11
541
$1K ﹤0.01%
3
542
$1K ﹤0.01%
12
543
$1K ﹤0.01%
25
-1
544
$1K ﹤0.01%
2
545
$1K ﹤0.01%
2
546
$1K ﹤0.01%
25
547
$1K ﹤0.01%
1
548
$1K ﹤0.01%
2
549
$1K ﹤0.01%
9
550
$1K ﹤0.01%
1
20 21
22
23 24