TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$8.78M
3
+$7.22M
4
ANET icon
Arista Networks
ANET
+$6.52M
5
HWM icon
Howmet Aerospace
HWM
+$5.94M

Top Sells

1
+$12.8M
2
+$7.71M
3
+$5.38M
4
DRI icon
Darden Restaurants
DRI
+$4.96M
5
NVDA icon
NVIDIA
NVDA
+$4.78M

Sector Composition

1 Technology 7.49%
2 Healthcare 3.9%
3 Financials 3.42%
4 Industrials 3.26%
5 Consumer Discretionary 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$138K 0.01%
+1,298
252
$131K 0.01%
275
+263
253
$129K 0.01%
4,407
+1,660
254
$126K 0.01%
436
+417
255
$125K 0.01%
918
+915
256
$123K 0.01%
+2,158
257
$119K 0.01%
+2,798
258
$117K 0.01%
1,483
+1,419
259
$115K 0.01%
+739
260
$114K 0.01%
+482
261
$111K 0.01%
+3,469
262
$111K 0.01%
1,002
+1,001
263
$108K 0.01%
+2,211
264
$108K 0.01%
1,052
-527
265
$107K 0.01%
897
-824
266
$106K 0.01%
1,425
-522
267
$105K 0.01%
+1,245
268
$104K 0.01%
1,154
+1,153
269
$103K 0.01%
491
+490
270
$103K 0.01%
+2,554
271
$102K 0.01%
+1,982
272
$99K 0.01%
+6,836
273
$98K 0.01%
+1,140
274
$98K 0.01%
3,459
+1,729
275
$97K 0.01%
623
+11
9 10
11
12 13