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
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
-144
356
$5K ﹤0.01%
83
-1,404
357
$5K ﹤0.01%
99
-1
358
$4K ﹤0.01%
+79
359
$4K ﹤0.01%
167
-198
360
$4K ﹤0.01%
180
-14,486
361
$4K ﹤0.01%
48
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362
$4K ﹤0.01%
16
-1,759
363
$4K ﹤0.01%
157
+1
364
$4K ﹤0.01%
16
-185
365
$4K ﹤0.01%
30
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366
$4K ﹤0.01%
+22
367
$3K ﹤0.01%
+102
368
$3K ﹤0.01%
21
369
$3K ﹤0.01%
42
370
$3K ﹤0.01%
111
-108
371
$3K ﹤0.01%
34
372
$3K ﹤0.01%
71
-110
373
$3K ﹤0.01%
66
374
$3K ﹤0.01%
32
-51
375
$3K ﹤0.01%
25
13 14
15
16 17