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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
651
$1K ﹤0.01%
1
652
$1K ﹤0.01%
+5
653
$1K ﹤0.01%
1
654
$1K ﹤0.01%
1
655
$1K ﹤0.01%
1
656
$1K ﹤0.01%
1
657
$1K ﹤0.01%
+8
658
$1K ﹤0.01%
1
-16
659
$1K ﹤0.01%
4
-1
660
$1K ﹤0.01%
5
661
$1K ﹤0.01%
1
662
$1K ﹤0.01%
1
663
$1K ﹤0.01%
1
664
$1K ﹤0.01%
11
-1
665
$1K ﹤0.01%
11
666
$1K ﹤0.01%
2
667
$1K ﹤0.01%
1
668
$1K ﹤0.01%
1
669
$1K ﹤0.01%
2
+1
670
$1K ﹤0.01%
30
671
$1K ﹤0.01%
6
+1
672
$1K ﹤0.01%
6
673
$1K ﹤0.01%
9
674
$1K ﹤0.01%
4
+3
675
$1K ﹤0.01%
+25