TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.59%
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
401
$2K ﹤0.01%
75
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402
$2K ﹤0.01%
115
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31
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27
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405
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406
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408
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8
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409
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410
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411
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412
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414
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38
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415
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9
418
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419
$1K ﹤0.01%
3
420
$1K ﹤0.01%
26
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421
$1K ﹤0.01%
2
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422
$1K ﹤0.01%
2
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423
$1K ﹤0.01%
25
424
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22
425
$1K ﹤0.01%
10
15 16
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18 19