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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
$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
376
$3K ﹤0.01%
+80
377
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53
-1
378
$3K ﹤0.01%
28
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379
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5
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384
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55
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19
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$2K ﹤0.01%
7
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397
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26
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$2K ﹤0.01%
75
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399
$2K ﹤0.01%
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$2K ﹤0.01%
31
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