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
276
$92K 0.01%
6,230
+990
277
$92K 0.01%
+315
278
$89K 0.01%
3,700
-21,477
279
$87K 0.01%
+7,468
280
$86K 0.01%
888
-511
281
$86K 0.01%
+440
282
$85K 0.01%
2,595
+152
283
$84K 0.01%
1,705
+71
284
$84K 0.01%
+1,683
285
$83K 0.01%
+570
286
$82K 0.01%
+904
287
$82K 0.01%
+776
288
$79K 0.01%
+950
289
$78K 0.01%
2,438
+2,437
290
$77K 0.01%
+1,324
291
$75K 0.01%
130
+17
292
$75K 0.01%
758
+104
293
$75K 0.01%
1,592
+1,591
294
$74K 0.01%
761
+39
295
$74K 0.01%
1,514
+184
296
$74K 0.01%
271
+258
297
$74K 0.01%
454
+453
298
$74K 0.01%
1,711
-434
299
$73K 0.01%
1,977
+1,895
300
$72K 0.01%
+867
10 11
12
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