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
$4.09M
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
176
$1K 0.02%
20
177
$1K 0.02%
6
178
$1K 0.02%
5
-3
179
$1K 0.02%
2
-1
180
$1K 0.02%
6
+1
181
$1K 0.02%
+1
182
$1K 0.02%
+7
183
$1K 0.02%
+4
184
$1K 0.02%
1
-2
185
$1K 0.02%
8
-1
186
$1K 0.02%
+2
187
$1K 0.02%
+3
188
$1K 0.02%
3
-6
189
$1K 0.02%
2
-8
190
$1K 0.02%
5
191
$1K 0.02%
4
192
$1K 0.02%
5
-3
193
$1K 0.02%
+1
194
$1K 0.02%
+58
195
$1K 0.02%
+5
196
$1K 0.02%
6
197
$1K 0.02%
+10
198
$1K 0.02%
+15
199
$1K 0.02%
+3
200
$1K 0.02%
8
6 7
8
9 10