TFA
Transamerica Financial Advisors Portfolio holdings
AUM
$1.07B
This Quarter Return
-1.43%
1 Year Return
+14.16%
3 Year Return
+50.1%
5 Year Return
+87.73%
10 Year Return
+176.4%
AUM
$3.57M
AUM Growth
+$3.57M
(-13%)
Cap. Flow
-$489K
Cap. Flow
% of AUM
-13.71%
Top 10 Holdings %
Top 10 Hldgs %
57.9%
Holding
215
New
10
Increased
17
Reduced
44
Closed
100
Top Buys
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$129K |
| 2 |
Invesco Dorsey Wright Energy Momentum ETF
PXI
|
$120K |
| 3 |
Invesco QQQ Trust
QQQ
|
$86K |
| 4 |
Vanguard Large-Cap ETF
VV
|
$55.5K |
| 5 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$35.5K |
Sector Composition
| 1 | Industrials | 0.25% |
| 2 | Healthcare | 0.22% |
| 3 | Consumer Staples | 0.22% |
| 4 | Technology | 0.2% |
| 5 | Financials | 0.2% |
