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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
$17M
AUM Growth
-$373M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
517
New
Increased
Reduced
Closed

Top Buys

1
+$176K
2
+$466
3
+$395
4
HUM icon
Humana
HUM
+$288
5
MHK icon
Mohawk Industries
MHK
+$260

Top Sells

1
+$36.4M
2
+$31.8M
3
+$22.3M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$13.8M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$10.1M

Sector Composition

1 Industrials 0.06%
2 Real Estate 0.05%
3 Technology 0.05%
4 Healthcare 0.03%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12K 0.07%
244
-8,505
52
$12K 0.07%
435
-15,142
53
$2K 0.01%
37
+15
54
$2K 0.01%
31
-7
55
$2K 0.01%
10
+1
56
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4
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57
$2K 0.01%
68
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12
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17
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60
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8
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61
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58
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45
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60
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18
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67
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$2K 0.01%
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13
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3
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$1K 0.01%
7
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$1K 0.01%
10
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74
$1K 0.01%
11
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75
$1K 0.01%
15
-161
1 2
3
4 5