Universal Via Asset Allocation - Moderate 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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No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Transamerica Core Bond, Class I2 4,745,516 4,794,392 48,876 23.87% -$55.20K
Transamerica Bond, Class I2 4,874,349 4,928,534 54,184 23.05% -$50.71K
Transamerica Short-Term Bond, Class I2 622,335 628,911 6,576 3.60% $21.21K
Transamerica Emerging Markets Debt Fund 527,818 535,099 7,282 2.95% -$36.39K
Transamerica Inflation Opportunities, Class I2 439,365 440,195 830 2.51% $8.16K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Transamerica Large Cap Value, Class I2 947,491 866,054 -81,437 8.63% -$1.44M
Transamerica US Growth, Class I2 514,333 463,271 -51,062 8.32% -$3.27M
Transamerica Sustainable Equity Income, Class I2 1,191,457 1,085,848 -105,609 5.44% -$960.12K
Transamerica Capital Growth, Class I2 847,869 749,117 -98,753 5.07% -$2.87M
Transamerica Emerging Markets Equity, Class I2 686,009 626,152 -59,856 4.06% -$408.51K
Transamerica International Focus, Class I2 1,094,681 982,934 -111,747 3.66% -$1.18M
Transamerica International Stock, Class I2 283,999 258,652 -25,347 2.23% -$399.88K
Transamerica International Equity, Class I2 157,243 143,385 -13,859 2.07% -$358.68K
Transamerica Small Cap Value, Class I2 406,496 371,756 -34,740 1.18% -$48.45K
Transamerica International Small Cap Value, Class I2 110,005 99,900 -10,105 1.03% -$165.76K
Transamerica Small Cap Growth, Class I2 297,885 269,766 -28,119 0.79% -$216.75K
Transamerica Energy Infrastructure, Class I2 132,467 122,326 -10,142 0.75% $130.22K
Transamerica Mid Cap Growth, Class I2 100,211 90,059 -10,152 0.44% -$131.87K
Transamerica Mid Cap Value Opportunities, Class I2 65,628 59,583 -6,045 0.34% -$60.63K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TA GLOBAL ALLOC LIQUID TRUST MUTUAL FUND 148 148 0 0.00% $14

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