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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
801
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802
-5
803
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804
-1,680
805
-16,076
806
-5,892
807
-11,154
808
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809
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810
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811
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812
-1,052
813
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814
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815
-1,200
816
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817
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818
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819
-1
820
-1
821
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822
-5,253
823
-1
824
-750
825
-5,020