TFA
Transamerica Financial Advisors Portfolio holdings
AUM
$1.07B
1-Year Return
14.16%
This Quarter Return
+6.02%
1 Year Return
+14.16%
3 Year Return
+50.1%
5 Year Return
+87.73%
10 Year Return
+176.4%
AUM
$4.09M
AUM Growth
-$17K
(-0.41%)
Cap. Flow
-$273K
Cap. Flow
% of AUM
-6.68%
Top 10 Holdings %
Top 10 Hldgs %
55.61%
Holding
250
New
51
Increased
28
Reduced
77
Closed
45
Top Buys
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$54K |
| 2 |
Vanguard Large-Cap ETF
VV
|
$38.7K |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$26.1K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$17.9K |
| 5 |
iShares Russell Mid-Cap ETF
IWR
|
$17.5K |
Sector Composition
| 1 | Technology | 0.83% |
| 2 | Healthcare | 0.66% |
| 3 | Industrials | 0.59% |
| 4 | Consumer Staples | 0.49% |
| 5 | Financials | 0.42% |
