TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Fund
S&P 500
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
701
$1K ﹤0.01%
3
702
$1K ﹤0.01%
29
+22
703
$1K ﹤0.01%
+10
704
$0 ﹤0.01%
2
705
-55
706
-70
707
-1
708
-1
709
-1,055
710
-373
711
-150
712
-165
713
-224
714
-50
715
-1,184
716
-5
717
-59
718
-6,014
719
-28
720
-2