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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
676
$13.6K ﹤0.01%
+161
677
$13.5K ﹤0.01%
+323
678
$13.3K ﹤0.01%
+270
679
$13.2K ﹤0.01%
84
+82
680
$13.2K ﹤0.01%
+300
681
$13.1K ﹤0.01%
123
+122
682
$13.1K ﹤0.01%
+43
683
$13K ﹤0.01%
+228
684
$12.9K ﹤0.01%
+15
685
$12.7K ﹤0.01%
+308
686
$12.7K ﹤0.01%
+71
687
$12.6K ﹤0.01%
+187
688
$12.6K ﹤0.01%
+400
689
$12.5K ﹤0.01%
+92
690
$12.5K ﹤0.01%
+86
691
$12.5K ﹤0.01%
+14
692
$12.3K ﹤0.01%
+174
693
$12.3K ﹤0.01%
+107
694
$12.3K ﹤0.01%
+29
695
$12.2K ﹤0.01%
+187
696
$12.2K ﹤0.01%
115
697
$12K ﹤0.01%
+121
698
$11.9K ﹤0.01%
+80
699
$11.6K ﹤0.01%
+120
700
$11.6K ﹤0.01%
+212
26 27
28
29 30