Universal Via Asset Allocation - Moderate Growth Portfolio
Fortune V Separate Account
Fund of funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

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Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Transamerica Large Cap Value, Class I2 405,236 388,781 -16,455 14.44% -$298.74K
Transamerica US Growth, Class I2 219,968 209,492 -10,476 14.01% -$1.05M
Transamerica Core Bond, Class I2 630,970 607,297 -23,674 11.27% -$266.22K
Transamerica Bond, Class I2 590,044 568,388 -21,656 9.91% -$233.55K
Transamerica Sustainable Equity Income, Class I2 511,380 490,355 -21,025 9.16% -$202.11K
Transamerica Capital Growth, Class I2 338,380 319,773 -18,607 8.06% -$903.87K
Transamerica Emerging Markets Equity, Class I2 292,203 279,904 -12,299 6.77% -$26.47K
Transamerica International Focus, Class I2 466,367 443,549 -22,818 6.16% -$342.37K
Transamerica International Stock, Class I2 120,597 115,409 -5,187 3.71% -$86.84K
Transamerica International Equity, Class I2 66,631 63,803 -2,828 3.43% -$76.31K
Transamerica Small Cap Value, Class I2 173,838 166,645 -7,193 1.98% $21.36K
Transamerica Short-Term Bond, Class I2 93,412 89,929 -3,484 1.92% -$40.85K
Transamerica International Small Cap Value, Class I2 46,924 44,852 -2,072 1.72% -$31.06K
Transamerica Emerging Markets Debt Fund 70,394 68,135 -2,259 1.40% -$35.54K
Transamerica Small Cap Growth, Class I2 126,720 120,946 -5,774 1.32% -$60.89K
Transamerica Energy Infrastructure, Class I2 56,428 54,646 -1,782 1.25% $82.22K
Transamerica Inflation Opportunities, Class I2 58,600 55,905 -2,695 1.19% -$26.49K
Transamerica High Yield Bond, Class I2 59,556 57,795 -1,761 1.01% -$26.73K
Transamerica Mid Cap Growth, Class I2 43,088 40,991 -2,097 0.74% -$37.76K
Transamerica Mid Cap Value Opportunities, Class I2 27,142 25,935 -1,207 0.56% -$12.24K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TA GLOBAL ALLOC LIQUID TRUST MUTUAL FUND 50 50 0 0.00% $5

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