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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
876
-2,800
877
-2,394
878
-1,600
879
-1,000
880
-4
881
-524
882
-500
883
-231
884
-1,390
885
-15
886
-44
887
-60,557
888
-1,172
889
-796
890
-250
891
-1
892
-6,154
893
-1
894
-307
895
-102,413