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
$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
576
$1K ﹤0.01%
3
577
$1K ﹤0.01%
29
+22
578
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+10
579
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1
580
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+50
581
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1
582
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2
+1
583
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2
584
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1
585
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1
586
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4
587
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+20
588
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1
589
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1
-6
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1
591
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592
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594
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595
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+30
596
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+20
597
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1
598
$1K ﹤0.01%
1
599
$1K ﹤0.01%
1
600
$1K ﹤0.01%
1