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
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
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412
$2K ﹤0.01%
38
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413
$2K ﹤0.01%
86
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414
$2K ﹤0.01%
11
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415
$2K ﹤0.01%
9
416
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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%
13
-50
421
$1K ﹤0.01%
1
-169
422
$1K ﹤0.01%
2
423
$1K ﹤0.01%
3
-591
424
$1K ﹤0.01%
1
425
$1K ﹤0.01%
10
15 16
17
18 19