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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
$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
601
$1K ﹤0.01%
+2
602
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1
603
$1K ﹤0.01%
8
-1
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15
+3
605
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1
606
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+8
607
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1
608
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4
609
$1K ﹤0.01%
+100
610
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+100
611
$1K ﹤0.01%
1
612
$1K ﹤0.01%
1
613
$1K ﹤0.01%
1
614
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615
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+10
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$1K ﹤0.01%
1
617
0
618
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10
619
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2
620
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1
621
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20
622
$1K ﹤0.01%
1
623
$1K ﹤0.01%
2
624
$1K ﹤0.01%
24
625
$1K ﹤0.01%
32