TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$706M
AUM Growth
+$703M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1 +$147M
2 +$48.7M
3 +$39.3M
4
BND icon
Vanguard Total Bond Market
BND
+$23.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$20.2M

Sector Composition

1 Healthcare 3.13%
2 Consumer Staples 3.02%
3 Technology 2.44%
4 Industrials 2.03%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$1K ﹤0.01%
+1
552
$1K ﹤0.01%
+1
553
$1K ﹤0.01%
+1
554
$1K ﹤0.01%
+1
555
$1K ﹤0.01%
+1
556
$1K ﹤0.01%
+1
557
$1K ﹤0.01%
+1
558
$1K ﹤0.01%
+1
559
$1K ﹤0.01%
+1
560
$1K ﹤0.01%
+9
561
$1K ﹤0.01%
+9
562
$1K ﹤0.01%
+1
563
$1K ﹤0.01%
+1
564
$1K ﹤0.01%
+2
565
$1K ﹤0.01%
+1
566
$1K ﹤0.01%
+21
567
$1K ﹤0.01%
+1
568
$1K ﹤0.01%
+2
569
$1K ﹤0.01%
+1
570
$1K ﹤0.01%
+1
571
$1K ﹤0.01%
+1
572
$1K ﹤0.01%
+2
573
$1K ﹤0.01%
+7
574
$1K ﹤0.01%
+1
575
$1K ﹤0.01%
+1