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
101
$1.88M 0.2%
11,465
102
$1.83M 0.2%
37,485
103
$1.74M 0.19%
34,156
104
$1.7M 0.18%
33,041
105
$1.65M 0.18%
16,964
106
$1.62M 0.17%
115,347
107
$1.61M 0.17%
4,407
108
$1.6M 0.17%
4,791
109
$1.54M 0.16%
10,578
110
$1.53M 0.16%
7,864
111
$1.53M 0.16%
12,477
112
$1.44M 0.15%
14,810
113
$1.43M 0.15%
13,164
114
$1.42M 0.15%
29,800
115
$1.38M 0.15%
11,332
116
$1.24M 0.13%
7,229
117
$1.24M 0.13%
16,124
118
$1.23M 0.13%
54,907
119
$1.21M 0.13%
4,377
120
$1.2M 0.13%
17,247
121
$1.18M 0.13%
42,292
122
$1.18M 0.13%
5,196
123
$1.17M 0.13%
17,080
124
$1.14M 0.12%
9,936
125
$1.13M 0.12%
28,898
3 4
5
6 7