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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
401
$2K ﹤0.01%
27
-1,436
402
$2K ﹤0.01%
12
-990
403
$2K ﹤0.01%
6
-1
404
$2K ﹤0.01%
26
405
$2K ﹤0.01%
8
-973
406
$2K ﹤0.01%
42
-192
407
$2K ﹤0.01%
7
-655
408
$2K ﹤0.01%
14
-1,114
409
$2K ﹤0.01%
6
-499
410
$2K ﹤0.01%
54
-4,596
411
$2K ﹤0.01%
32
-600
412
$2K ﹤0.01%
38
-74
413
$2K ﹤0.01%
86
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414
$2K ﹤0.01%
11
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415
$2K ﹤0.01%
9
416
$2K ﹤0.01%
8
417
$2K ﹤0.01%
35
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418
$2K ﹤0.01%
6
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419
$1K ﹤0.01%
1
420
$1K ﹤0.01%
+1
421
$1K ﹤0.01%
5
-2,836
422
$1K ﹤0.01%
+2
423
$1K ﹤0.01%
1
424
$1K ﹤0.01%
2
425
$1K ﹤0.01%
+3
15 16
17
18 19