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Transamerica Financial Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
538
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.51M
3
+$5.21M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.61M

Top Sells

1
+$11.2M
2
+$10M
3
+$9.19M
4
SYY icon
Sysco
SYY
+$8.93M
5
CSCO icon
Cisco
CSCO
+$8.44M

Sector Composition

1 Technology 2.41%
2 Healthcare 1.38%
3 Consumer Staples 1.21%
4 Consumer Discretionary 1.04%
5 Financials 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1K ﹤0.01%
10
-18
352
$1K ﹤0.01%
18
-23,123
353
$1K ﹤0.01%
+5
354
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2
355
$1K ﹤0.01%
+9
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$1K ﹤0.01%
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357
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6
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360
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1
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1
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$1K ﹤0.01%
1
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$1K ﹤0.01%
2
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365
$1K ﹤0.01%
1
366
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$1K ﹤0.01%
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$1K ﹤0.01%
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369
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370
$1K ﹤0.01%
4
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371
$1K ﹤0.01%
11
372
$1K ﹤0.01%
3
-9
373
$1K ﹤0.01%
4
-1
374
$1K ﹤0.01%
+5
375
$1K ﹤0.01%
40
-26
13 14
15
16 17