TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
651
$1K ﹤0.01%
1
652
$1K ﹤0.01%
1
653
$1K ﹤0.01%
+13
654
$1K ﹤0.01%
1
655
$1K ﹤0.01%
+5
656
$1K ﹤0.01%
12
-14
657
$1K ﹤0.01%
3
+1
658
$1K ﹤0.01%
1
659
$1K ﹤0.01%
1
660
$1K ﹤0.01%
1
661
$1K ﹤0.01%
1
662
$1K ﹤0.01%
1
663
$1K ﹤0.01%
1
664
$1K ﹤0.01%
1
665
$1K ﹤0.01%
+12
666
$1K ﹤0.01%
1
667
$1K ﹤0.01%
1
668
$1K ﹤0.01%
1
669
$1K ﹤0.01%
9
670
$1K ﹤0.01%
1
-420
671
$1K ﹤0.01%
1
672
$1K ﹤0.01%
1
673
$1K ﹤0.01%
+50
674
$1K ﹤0.01%
21
675
$1K ﹤0.01%
+5