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
376
$3K ﹤0.01%
+80
377
$3K ﹤0.01%
53
-1
378
$3K ﹤0.01%
28
-2,214
379
$3K ﹤0.01%
5
-2
380
$3K ﹤0.01%
+11
381
$3K ﹤0.01%
29
-1,026
382
$3K ﹤0.01%
75
-151
383
$3K ﹤0.01%
9
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384
$3K ﹤0.01%
24
-49
385
$3K ﹤0.01%
38
-70
386
$2K ﹤0.01%
18
387
$2K ﹤0.01%
+9
388
$2K ﹤0.01%
+5
389
$2K ﹤0.01%
28
-1
390
$2K ﹤0.01%
7
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391
$2K ﹤0.01%
40
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$2K ﹤0.01%
17
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$2K ﹤0.01%
50
394
$2K ﹤0.01%
55
395
$2K ﹤0.01%
19
396
$2K ﹤0.01%
7
-616
397
$2K ﹤0.01%
26
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398
$2K ﹤0.01%
75
-721
399
$2K ﹤0.01%
115
-179
400
$2K ﹤0.01%
31
-38
14 15
16
17 18