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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
$920M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$7.64M
3
+$7.5M
4
IYW icon
iShares US Technology ETF
IYW
+$7.26M
5
IYJ icon
iShares US Industrials ETF
IYJ
+$7.09M

Top Sells

1
+$26.3M
2
+$2.76M
3
+$2.06M
4
PRGO icon
Perrigo
PRGO
+$1.97M
5
KMB icon
Kimberly-Clark
KMB
+$1.96M

Sector Composition

1 Technology 2.31%
2 Healthcare 2.07%
3 Financials 1.87%
4 Consumer Staples 1.8%
5 Industrials 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3K ﹤0.01%
41
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527
$3K ﹤0.01%
103
+1
528
$3K ﹤0.01%
14
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529
$3K ﹤0.01%
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530
$3K ﹤0.01%
153
531
$3K ﹤0.01%
100
532
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533
$3K ﹤0.01%
500
534
$3K ﹤0.01%
55
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535
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100
536
$3K ﹤0.01%
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537
$3K ﹤0.01%
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538
$2K ﹤0.01%
19
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$2K ﹤0.01%
100
540
$2K ﹤0.01%
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544
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545
$2K ﹤0.01%
26
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546
$2K ﹤0.01%
48
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-50
548
$1K ﹤0.01%
1
549
$1K ﹤0.01%
30
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550
$1K ﹤0.01%
1
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