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
$5.51M
AUM Growth
-$451M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$91.2K
2
+$88K
3
+$46.4K
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$29.8K
5
EFX icon
Equifax
EFX
+$2K

Top Sells

1
+$96.4M
2
+$39.7M
3
+$16.5M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$12.9M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$12.8M

Sector Composition

1 Consumer Staples 0.65%
2 Technology 0.6%
3 Healthcare 0.56%
4 Industrials 0.56%
5 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1K 0.02%
1
-240
177
$1K 0.02%
9
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178
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2
-689
179
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5
-2,069
180
$1K 0.02%
3
-1,256
181
$1K 0.02%
3
-1,130
182
$1K 0.02%
8
-3,799
183
$1K 0.02%
10
-4,239
184
$1K 0.02%
12
-5,100
185
$1K 0.02%
17
-7,630
186
$1K 0.02%
+6
187
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188
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189
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190
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199
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200
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