TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
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
+$27.7M
2
+$8.41M
3
+$6.96M
4
ANET icon
Arista Networks
ANET
+$5.92M
5
AMZN icon
Amazon
AMZN
+$5.46M

Top Sells

1
+$12.4M
2
+$7.64M
3
+$4.94M
4
FCX icon
Freeport-McMoran
FCX
+$4.66M
5
NVDA icon
NVIDIA
NVDA
+$4.65M

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
351
$5K ﹤0.01%
70
-14,906
352
$5K ﹤0.01%
142
-31,233
353
$5K ﹤0.01%
152
354
$5K ﹤0.01%
129
355
$5K ﹤0.01%
135
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356
$5K ﹤0.01%
83
-1,404
357
$5K ﹤0.01%
99
-1
358
$4K ﹤0.01%
+79
359
$4K ﹤0.01%
180
-14,486
360
$4K ﹤0.01%
48
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361
$4K ﹤0.01%
16
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362
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363
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16
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364
$4K ﹤0.01%
30
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365
$4K ﹤0.01%
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366
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368
$3K ﹤0.01%
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369
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$3K ﹤0.01%
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371
$3K ﹤0.01%
29
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372
$3K ﹤0.01%
+102
373
$3K ﹤0.01%
21
374
$3K ﹤0.01%
42
375
$3K ﹤0.01%
111
-108
13 14
15
16 17