TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
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%
1
702
$1K ﹤0.01%
1
703
$1K ﹤0.01%
1
704
$0 ﹤0.01%
2
705
-150
706
-165
707
-55
708
-70
709
-1
710
-1
711
-1,055
712
-373
713
-224
714
-50
715
-1,184
716
-5
717
-59
718
-6,014
719
-28
720
-2