TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.22M
AUM Growth
-$645K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$161K
2
+$48K
3
+$36K
4
PTF icon
Invesco Dorsey Wright Technology Momentum ETF
PTF
+$4.11K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$3K

Top Sells

1
+$226K
2
+$173K
3
+$171K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$76K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$70.4K

Sector Composition

1 Healthcare 0.22%
2 Technology 0.21%
3 Industrials 0.19%
4 Financials 0.15%
5 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K 0.01%
+6
102
$1K 0.01%
+1
103
$1K 0.01%
+1
104
$1K 0.01%
+2
105
$1K 0.01%
+1
106
$1K 0.01%
+1
107
$1K 0.01%
+5
108
$1K 0.01%
7
109
$1K 0.01%
+1
110
$1K 0.01%
+4
111
$1K 0.01%
10
112
$1K 0.01%
28
+2
113
$1K 0.01%
15
114
$1K 0.01%
5
115
$1K 0.01%
6
116
$1K 0.01%
+1
117
$1K 0.01%
+1
118
$1K 0.01%
+3
119
$1K 0.01%
4
120
$1K 0.01%
+1
121
$1K 0.01%
+3
122
$1K 0.01%
+2
123
$1K 0.01%
+5
124
$1K 0.01%
7
125
$1K 0.01%
+1
2 3 4
5
6