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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
$1.21B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,609
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$4.35M
3
+$4.06M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.66M
5
NVDA icon
NVIDIA
NVDA
+$3.18M

Top Sells

1
+$18.5M
2
+$14.3M
3
+$12M
4
BKR icon
Baker Hughes
BKR
+$4.5M
5
CMG icon
Chipotle Mexican Grill
CMG
+$3.34M

Sector Composition

1 Technology 10.28%
2 Financials 3.71%
3 Industrials 3.34%
4 Communication Services 2.89%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$101K 0.01%
287
+271
402
$101K 0.01%
3,721
+2,030
403
$101K 0.01%
+2,663
404
$100K 0.01%
+3,295
405
$99.7K 0.01%
6,144
+6,123
406
$98.1K 0.01%
+1,968
407
$97.5K 0.01%
340
+89
408
$97.4K 0.01%
880
+137
409
$96.7K 0.01%
2,312
+231
410
$95.5K 0.01%
+865
411
$95.1K 0.01%
+1,471
412
$94.8K 0.01%
+304
413
$93.5K 0.01%
360
+39
414
$92.5K 0.01%
718
+575
415
$92.4K 0.01%
1,107
+1,092
416
$91.1K 0.01%
+283
417
$90.7K 0.01%
+3,669
418
$87K 0.01%
262
+259
419
$86.2K 0.01%
+120
420
$85.6K 0.01%
867
+865
421
$85.5K 0.01%
+700
422
$84.4K 0.01%
713
+712
423
$82.9K 0.01%
237
+8
424
$82K 0.01%
+1,191
425
$81.5K 0.01%
1,158
+60
15 16
17
18 19