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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
$1.18B
AUM Growth
-$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
895
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 4.34%
2 Healthcare 3.87%
3 Technology 3.36%
4 Financials 2.6%
5 Communication Services 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-1
752
-389
753
-19
754
-188
755
-8,700
756
-105
757
-21,198
758
-509
759
-1
760
-66
761
-1,000
762
-8
763
-1,500
764
-266,050
765
-1
766
-791
767
-1
768
-400
769
-12
770
-10
771
-3,400
772
-500
773
-75
774
-12,107
775
-15,514