TFA
Transamerica Financial Advisors Portfolio holdings
AUM
$1.07B
1-Year Return
14.16%
This Quarter Return
+6.45%
1 Year Return
+14.16%
3 Year Return
+50.1%
5 Year Return
+87.73%
10 Year Return
+176.4%
AUM
$4.11M
AUM Growth
-$736K
(-15%)
Cap. Flow
-$988K
Cap. Flow
% of AUM
-24.07%
Top 10 Holdings %
Top 10 Hldgs %
54.09%
Holding
211
New
19
Increased
32
Reduced
76
Closed
12
Top Buys
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$107K |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$99K |
| 3 |
Invesco Dorsey Wright Technology Momentum ETF
PTF
|
+$96K |
| 4 |
Vanguard Total Bond Market
BND
|
+$95.4K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$95.2K |
Sector Composition
| 1 | Industrials | 0.78% |
| 2 | Healthcare | 0.73% |
| 3 | Technology | 0.68% |
| 4 | Financials | 0.58% |
| 5 | Consumer Staples | 0.51% |
