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
$4.84M
AUM Growth
-$668K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$82.5K
2
+$46.7K
3
+$42K
4
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$6.89K
5
NVR icon
NVR
NVR
+$4.16K

Top Sells

1
+$297K
2
+$112K
3
+$98K
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$95.3K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$75.7K

Sector Composition

1 Healthcare 0.64%
2 Technology 0.58%
3 Industrials 0.58%
4 Consumer Staples 0.56%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K 0.02%
+4
127
$1K 0.02%
3
-1
128
$1K 0.02%
5
+1
129
$1K 0.02%
3
-7
130
$1K 0.02%
4
-1
131
$1K 0.02%
1
-1
132
$1K 0.02%
12
-9
133
$1K 0.02%
+1
134
$1K 0.02%
+2
135
$1K 0.02%
11
-9
136
$1K 0.02%
4
-6
137
$1K 0.02%
3
138
$1K 0.02%
2
-3
139
$1K 0.02%
15
-11
140
$1K 0.02%
7
+1
141
$1K 0.02%
2
-9
142
$1K 0.02%
15
143
$1K 0.02%
5
144
$1K 0.02%
+1
145
$1K 0.02%
11
-1
146
$1K 0.02%
6
147
$1K 0.02%
6
148
$1K 0.02%
+5
149
$1K 0.02%
5
150
$1K 0.02%
1
4 5
6
7 8