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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
576
$23K ﹤0.01%
+71
577
$23K ﹤0.01%
+89
578
$23K ﹤0.01%
+92
579
$22.9K ﹤0.01%
97
+10
580
$22.9K ﹤0.01%
101
+41
581
$22.8K ﹤0.01%
+1,082
582
$22.8K ﹤0.01%
+340
583
$22.6K ﹤0.01%
+884
584
$22.5K ﹤0.01%
112
+109
585
$22.5K ﹤0.01%
148
+147
586
$22.5K ﹤0.01%
+421
587
$22.4K ﹤0.01%
+66
588
$22.4K ﹤0.01%
+271
589
$22.3K ﹤0.01%
+193
590
$21.9K ﹤0.01%
+486
591
$21.7K ﹤0.01%
+101
592
$21.5K ﹤0.01%
+778
593
$21.5K ﹤0.01%
196
-79
594
$21.2K ﹤0.01%
+113
595
$21.2K ﹤0.01%
+85
596
$21.1K ﹤0.01%
+517
597
$21K ﹤0.01%
319
+316
598
$20.9K ﹤0.01%
+318
599
$20.8K ﹤0.01%
+174
600
$20.7K ﹤0.01%
142
+71
22 23
24
25 26