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
626
$1K ﹤0.01%
9
627
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1
-420
628
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1
629
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2
630
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1
631
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+50
632
$1K ﹤0.01%
21
633
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+4
634
$1K ﹤0.01%
1
635
$1K ﹤0.01%
2
636
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+5
637
0
638
$1K ﹤0.01%
1
639
$1K ﹤0.01%
1
640
$1K ﹤0.01%
4
+2
641
$1K ﹤0.01%
1
642
$1K ﹤0.01%
1
643
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4
-165
644
$1K ﹤0.01%
1
645
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+3
646
$1K ﹤0.01%
26
+25
647
$1K ﹤0.01%
+2
648
$1K ﹤0.01%
1
649
$1K ﹤0.01%
1
650
$1K ﹤0.01%
1