TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$24K

Top Sells

1
+$26M
2
+$6.85M
3
+$5.67M
4
ANET icon
Arista Networks
ANET
+$5M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.64M

Sector Composition

1 Technology 7.49%
2 Healthcare 4.4%
3 Industrials 3.07%
4 Financials 2.77%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
4
552
$1K ﹤0.01%
1
553
$1K ﹤0.01%
1
554
$1K ﹤0.01%
4
555
$1K ﹤0.01%
1
556
$1K ﹤0.01%
1
557
$1K ﹤0.01%
1
558
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-69,008
559
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560
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-499
561
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-1
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569
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570
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571
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572
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573
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