TC
| |
Transamerica ClearTrack(R) 2060 | TCSOXMutual Fund | |
| Transamerica ClearTrack(R) 2060 | |
| Last update 2024-09-25 | 6 Stocks (0 new) |
| Value $1.00 Mil | Turnover 17 % |
| Portfolio Report | |
Transamerica ClearTrack(R) 206... Top Holdings of 2024-07-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 1,323 | 732.040 | +16.87% | 49.280 | +7.11% | 0.000 | +11.87% | +25.57% | 565718.602 | ||
IEFA | iShares Core MSCI EAFE ETF | 5,967 | 446.210 | +24.23% | 30.040 | +5.86% | 0.000 | +0.74% | +3.03% | 119187.736 | ||
REET | iShares Global REIT ETF | 4,547 | 112.360 | +17.28% | 7.560 | +1.11% | 0.000 | +3.04% | +5.25% | 3840.494 | ||
IEMG | iShares Core MSCI Emerging Markets ETF | 2,053 | 110.740 | +20.55% | 7.460 | +1.27% | 0.000 | +2.89% | +7.63% | 80840.058 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 560 | 55.970 | +27.56% | 3.770 | +0.81% | 0.000 | +0.52% | +2.01% | 8653.964 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 283 | 28.050 | +24.12% | 1.890 | +0.37% | 0.000 | -2.02% | -1.55% | 118827.554 |
Transamerica ClearTrack(R) 2060's Historical Top Holdings Breakdowns
Transamerica ClearTrack(R) 2060's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2024-07-31 | Add | +7.11% | 507.46 ($541.43) 567.96 | $599.82 | 10.78% | Add 16.87% | 1,323 | 191 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-07-31 | Add | +5.86% | 72.25 ($74.24) 76.19 | $72.48 | -2.37% | Add 24.23% | 5,967 | 1,164 | |
IEMG | iShares Core MSCI Emerging Markets ETF | 2024-07-31 | Add | +1.27% | 52.38 ($53.77) 55.79 | $54.43 | 1.23% | Add 20.55% | 2,053 | 350 | |
REET | iShares Global REIT ETF | 2024-07-31 | Add | +1.11% | 22.45 ($23.42) 24.77 | $25.45 | 8.67% | Add 17.28% | 4,547 | 670 | |
STIP | iShares 0-5 Year TIPS Bond ETF | 2024-07-31 | Add | +0.81% | 98.87 ($99.29) 99.94 | $100.57 | 1.29% | Add 27.56% | 560 | 121 | |
AGG | iShares Core U.S. Aggregate Bond ETF | 2024-07-31 | Add | +0.37% | 95.7 ($97.26) 99.11 | $97.72 | 0.47% | Add 24.12% | 283 | 55 | |
IVV | iShares Core S&P 500 ETF | 2024-04-30 | Add | +5.37% | 485.2 ($510.64) 525.73 | $599.82 | 17.46% | Add 12.19% | 1,132 | 123 | |
IEFA | iShares Core MSCI EAFE ETF | 2024-04-30 | Add | +3.29% | 69.12 ($72.18) 74.43 | $72.48 | 0.42% | Add 12.38% | 4,803 | 529 | |
REET | iShares Global REIT ETF | 2024-04-30 | Add | +1.30% | 21.86 ($23.03) 23.75 | $25.45 | 10.51% | Add 21.12% | 3,877 | 676 | |
IEMG | iShares Core MSCI Emerging Markets ETF | 2024-04-30 | Add | +0.80% | 48.45 ($50.88) 52.55 | $54.43 | 6.98% | Add 11.67% | 1,703 | 178 |
Transamerica ClearTrack(R) 2060 Total Holding History ($B)
Transamerica ClearTrack(R) 2060's Asset Allocation
Transamerica ClearTrack(R) 2060 Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Transamerica ClearTrack(R) 2060's Hypothetical Growth since 2024-07-31
Transamerica ClearTrack(R) 2060's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Transamerica ClearTrack(R) 2060's Holdings Heat Map
Size field:
Transamerica ClearTrack(R) 2060's Holdings Bubble Chart
Transamerica ClearTrack(R) 2060 News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers