TFA
Transamerica Financial Advisors Portfolio holdings
AUM
$1.07B
1-Year Return
14.16%
This Quarter Return
-8.57%
1 Year Return
+14.16%
3 Year Return
+50.1%
5 Year Return
+87.73%
10 Year Return
+176.4%
AUM
$706M
AUM Growth
+$703M
(+25,103%)
Cap. Flow
+$704M
Cap. Flow
% of AUM
99.66%
Top 10 Holdings %
Top 10 Hldgs %
50.58%
Holding
668
New
559
Increased
97
Reduced
5
Closed
–
Top Buys
| 1 |
STF Tactical Growth ETF
TUG
|
+$147M |
| 2 |
Vanguard Large-Cap ETF
VV
|
+$48.7M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$39.3M |
| 4 |
Vanguard Total Bond Market
BND
|
+$23.8M |
| 5 |
iShares TIPS Bond ETF
TIP
|
+$20.2M |
Top Sells
Sector Composition
| 1 | Healthcare | 3.13% |
| 2 | Consumer Staples | 3.02% |
| 3 | Technology | 2.44% |
| 4 | Industrials | 2.03% |
| 5 | Financials | 1.73% |
