TFA
Transamerica Financial Advisors Portfolio holdings
AUM
$1.07B
1-Year Return
14.16%
This Quarter Return
+3.97%
1 Year Return
+14.16%
3 Year Return
+50.1%
5 Year Return
+87.73%
10 Year Return
+176.4%
AUM
$1.15B
AUM Growth
+$142M
(+14%)
Cap. Flow
+$70.7M
Cap. Flow
% of AUM
6.16%
Top 10 Holdings %
Top 10 Hldgs %
44.21%
Holding
738
New
83
Increased
296
Reduced
116
Closed
43
Top Buys
Top Sells
| 1 |
iShares US Energy ETF
IYE
|
$25M |
| 2 |
Materials Select Sector SPDR Fund
XLB
|
$21.7M |
| 3 |
iShares US Technology ETF
IYW
|
$20.5M |
| 4 |
iShares US Healthcare ETF
IYH
|
$18.6M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$14.6M |
Sector Composition
| 1 | Consumer Staples | 2.23% |
| 2 | Technology | 2.14% |
| 3 | Healthcare | 2.04% |
| 4 | Financials | 1.51% |
| 5 | Industrials | 1.47% |