TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$937M
AUM Growth
-$45.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$24K

Top Sells

1
+$26M
2
+$6.85M
3
+$5.67M
4
ANET icon
Arista Networks
ANET
+$5M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$4.64M

Sector Composition

1 Technology 7.49%
2 Healthcare 4.4%
3 Industrials 3.07%
4 Financials 2.77%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.91M 0.52%
63,750
52
$4.83M 0.52%
62,529
53
$4.81M 0.51%
170,028
54
$4.78M 0.51%
82,432
55
$4.63M 0.49%
68,549
56
$4.52M 0.48%
64,200
57
$4.4M 0.47%
8,638
58
$4.39M 0.47%
25,104
59
$4.35M 0.46%
105,881
60
$4.27M 0.46%
7,580
61
$4.23M 0.45%
27,957
62
$4.18M 0.45%
7,719
63
$4.16M 0.44%
23,977
64
$4.14M 0.44%
111,895
65
$4.06M 0.43%
27,876
66
$4.05M 0.43%
13,580
67
$3.99M 0.43%
13,153
68
$3.97M 0.42%
9,432
69
$3.86M 0.41%
43,619
70
$3.82M 0.41%
49,537
71
$3.82M 0.41%
7,552
72
$3.79M 0.4%
14,611
73
$3.59M 0.38%
18,252
74
$3.58M 0.38%
36,653
75
$3.46M 0.37%
40,421
1 2
3
4 5