TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.84M
AUM Growth
-$668K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$92K
2
+$49.9K
3
+$48.4K
4
FEP icon
First Trust Europe AlphaDEX Fund
FEP
+$8K
5
IDXX icon
Idexx Laboratories
IDXX
+$2K

Top Sells

1
+$314K
2
+$112K
3
+$103K
4
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$98K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$81.5K

Sector Composition

1 Healthcare 0.64%
2 Technology 0.58%
3 Industrials 0.58%
4 Consumer Staples 0.56%
5 Financials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-8
202
– –
-17
203
– –
-17
5 6 7 8
9