We are live on ! Find out more
TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.36%
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
426
$80.5K 0.01%
+424
427
$80.3K 0.01%
268
+267
428
$79.6K 0.01%
1,545
+62
429
$79.6K 0.01%
491
+204
430
$79.5K 0.01%
1,704
+1,700
431
$78.5K 0.01%
+1,082
432
$78.2K 0.01%
+340
433
$78.1K 0.01%
447
+446
434
$76.8K 0.01%
+805
435
$76.4K 0.01%
+1,780
436
$72.7K 0.01%
+1,785
437
$72.5K 0.01%
+1,146
438
$72.2K 0.01%
+1,067
439
$71.1K 0.01%
+2,461
440
$70.9K 0.01%
509
-9
441
$70.7K 0.01%
+282
442
$70.6K 0.01%
2,015
+419
443
$70.6K 0.01%
+1,032
444
$70.6K 0.01%
1,145
+466
445
$70.2K 0.01%
783
+758
446
$70K 0.01%
+3,029
447
$69.7K 0.01%
+74
448
$69K 0.01%
90
+88
449
$67.9K 0.01%
+2,196
450
$66.8K 0.01%
110
+109
16 17
18
19 20