TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09M
AUM Growth
-$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$50.4K
2
+$12.4K
3
+$11.9K
4
PEZ icon
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
+$11.1K
5
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$5.13K

Top Sells

1
+$54K
2
+$37.7K
3
+$25.7K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$17.8K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$17.1K

Sector Composition

1 Technology 0.83%
2 Healthcare 0.66%
3 Industrials 0.59%
4 Consumer Staples 0.49%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1K 0.02%
+3
127
$1K 0.02%
2
+1
128
$1K 0.02%
11
129
$1K 0.02%
3
130
$1K 0.02%
2
131
$1K 0.02%
+16
132
$1K 0.02%
18
+3
133
$1K 0.02%
+4
134
$1K 0.02%
7
135
$1K 0.02%
2
-6
136
$1K 0.02%
+5
137
$1K 0.02%
+2
138
$1K 0.02%
5
139
$1K 0.02%
+2
140
$1K 0.02%
5
-6
141
$1K 0.02%
6
142
$1K 0.02%
+11
143
$1K 0.02%
+5
144
$1K 0.02%
+15
145
$1K 0.02%
10
-44
146
$1K 0.02%
4
-1
147
$1K 0.02%
4
-8
148
$1K 0.02%
2
-2
149
$1K 0.02%
+8
150
$1K 0.02%
4
-9
4 5
6
7 8