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
676
$1K ﹤0.01%
1
677
$1K ﹤0.01%
4
678
$1K ﹤0.01%
5
+1
679
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2
+1
680
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4
681
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10
+5
682
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1
683
$1K ﹤0.01%
4
684
$1K ﹤0.01%
10
685
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1
686
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3
687
$1K ﹤0.01%
9
+8
688
$1K ﹤0.01%
1
689
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9
690
$1K ﹤0.01%
+41
691
$1K ﹤0.01%
10
+1
692
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1
693
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1
694
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695
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+12
696
$1K ﹤0.01%
1
697
$1K ﹤0.01%
1
698
$1K ﹤0.01%
1
-33
699
$1K ﹤0.01%
1
700
$1K ﹤0.01%
6