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
76
$3.36M 0.36%
80,861
77
$3.27M 0.35%
52,044
78
$3.18M 0.34%
62,465
79
$3.13M 0.33%
29,346
80
$3.13M 0.33%
31,290
81
$3.1M 0.33%
152,456
82
$3.06M 0.33%
52,839
83
$3.04M 0.33%
17,242
84
$2.83M 0.3%
14,307
85
$2.8M 0.3%
15,356
86
$2.77M 0.3%
54,502
87
$2.69M 0.29%
10,773
88
$2.61M 0.28%
16,685
89
$2.6M 0.28%
38,138
90
$2.55M 0.27%
27,952
91
$2.52M 0.27%
42,121
92
$2.5M 0.27%
36,619
93
$2.49M 0.27%
15,530
94
$2.45M 0.26%
16,276
95
$2.35M 0.25%
11,615
96
$2.22M 0.24%
54,714
97
$2.06M 0.22%
71,617
98
$2.05M 0.22%
17,411
99
$2.01M 0.21%
97,537
100
$1.92M 0.2%
9,631
2 3
4
5 6