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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
651
$15.3K ﹤0.01%
+201
652
$15.1K ﹤0.01%
+120
653
$15.1K ﹤0.01%
20
+19
654
$15.1K ﹤0.01%
+65
655
$15.1K ﹤0.01%
109
+108
656
$15K ﹤0.01%
+113
657
$14.9K ﹤0.01%
318
-130
658
$14.8K ﹤0.01%
+178
659
$14.8K ﹤0.01%
+374
660
$14.7K ﹤0.01%
+232
661
$14.7K ﹤0.01%
+195
662
$14.7K ﹤0.01%
+255
663
$14.6K ﹤0.01%
+243
664
$14.6K ﹤0.01%
+193
665
$14.4K ﹤0.01%
86
666
$14.2K ﹤0.01%
+168
667
$14.2K ﹤0.01%
328
+322
668
$14.2K ﹤0.01%
+80
669
$14.1K ﹤0.01%
+51
670
$14.1K ﹤0.01%
+264
671
$14K ﹤0.01%
+29
672
$13.9K ﹤0.01%
72
+70
673
$13.9K ﹤0.01%
+61
674
$13.9K ﹤0.01%
+468
675
$13.6K ﹤0.01%
+161
25 26
27
28 29