TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$157K
2
+$47.6K
3
+$33.8K
4
PTF icon
Invesco Dorsey Wright Technology Momentum ETF
PTF
+$3.87K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$2.13K

Top Sells

1
+$217K
2
+$173K
3
+$171K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$75.7K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$67.6K

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
126
$1K 0.01%
+14
127
$1K 0.01%
+12
128
$1K 0.01%
6
129
$1K 0.01%
6
130
$1K 0.01%
+2
131
$1K 0.01%
12
132
$1K 0.01%
+1
133
$1K 0.01%
+1
134
$1K 0.01%
+2
135
– –
-4,863
136
– –
-1,284
2 3 4 5
6