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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
476
$52.9K ﹤0.01%
+1,678
477
$52.8K ﹤0.01%
+1,203
478
$52.6K ﹤0.01%
168
+17
479
$52K ﹤0.01%
+457
480
$51.9K ﹤0.01%
+413
481
$51.5K ﹤0.01%
+2,188
482
$51.3K ﹤0.01%
+2,455
483
$51.2K ﹤0.01%
4,720
+1,067
484
$51.1K ﹤0.01%
664
+5
485
$51.1K ﹤0.01%
+1,559
486
$50.5K ﹤0.01%
+2,570
487
$50K ﹤0.01%
211
+148
488
$49.4K ﹤0.01%
+930
489
$48.5K ﹤0.01%
7
+6
490
$46.6K ﹤0.01%
+49
491
$46.5K ﹤0.01%
231
+229
492
$46K ﹤0.01%
909
+847
493
$45.7K ﹤0.01%
132
+92
494
$45.1K ﹤0.01%
586
+148
495
$45K ﹤0.01%
451
+59
496
$44.9K ﹤0.01%
+957
497
$44.9K ﹤0.01%
+107
498
$44.7K ﹤0.01%
+778
499
$44.4K ﹤0.01%
+266
500
$44.1K ﹤0.01%
+148
18 19
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