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
126
$1.13M 0.12%
21,053
127
$1.1M 0.12%
13,759
128
$1.09M 0.12%
2,324
129
$1.07M 0.11%
21,588
130
$1.05M 0.11%
3,631
131
$1.05M 0.11%
5,748
132
$1.01M 0.11%
24,276
133
$1M 0.11%
10,329
134
$987K 0.11%
6,348
135
$982K 0.1%
7,170
136
$968K 0.1%
31,375
137
$965K 0.1%
18,875
138
$962K 0.1%
10,203
139
$962K 0.1%
9,546
140
$962K 0.1%
22,996
141
$961K 0.1%
19,097
142
$956K 0.1%
32,169
143
$939K 0.1%
6,795
144
$921K 0.1%
14,458
145
$904K 0.1%
1,148
146
$885K 0.09%
14,976
147
$861K 0.09%
6,955
148
$844K 0.09%
12,895
149
$829K 0.09%
3,495
150
$827K 0.09%
8,347
4 5
6
7 8