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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
601
$20.7K ﹤0.01%
+116
602
$20.6K ﹤0.01%
741
+737
603
$20.3K ﹤0.01%
+68
604
$20K ﹤0.01%
+356
605
$20K ﹤0.01%
+393
606
$19.8K ﹤0.01%
+413
607
$19.8K ﹤0.01%
+232
608
$19.8K ﹤0.01%
324
+319
609
$19.8K ﹤0.01%
+81
610
$19.7K ﹤0.01%
40
611
$19.6K ﹤0.01%
+518
612
$19.6K ﹤0.01%
+46
613
$19.5K ﹤0.01%
+218
614
$19.3K ﹤0.01%
+1,392
615
$19.1K ﹤0.01%
+148
616
$19.1K ﹤0.01%
33
+32
617
$19.1K ﹤0.01%
+429
618
$19K ﹤0.01%
+95
619
$18.9K ﹤0.01%
+1,483
620
$18.9K ﹤0.01%
+226
621
$18.8K ﹤0.01%
+111
622
$18.5K ﹤0.01%
266
+262
623
$18.3K ﹤0.01%
173
-71
624
$18.3K ﹤0.01%
546
+483
625
$18.1K ﹤0.01%
+313
23 24
25
26 27