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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
701
$11.5K ﹤0.01%
+146
702
$11.3K ﹤0.01%
+92
703
$11.2K ﹤0.01%
+57
704
$11.2K ﹤0.01%
+180
705
$11.2K ﹤0.01%
+87
706
$11.2K ﹤0.01%
+24
707
$11.1K ﹤0.01%
200
-656
708
$11K ﹤0.01%
+118
709
$11K ﹤0.01%
+121
710
$11K ﹤0.01%
+77
711
$10.9K ﹤0.01%
134
+121
712
$10.8K ﹤0.01%
+439
713
$10.7K ﹤0.01%
+111
714
$10.4K ﹤0.01%
340
+323
715
$10.3K ﹤0.01%
+340
716
$10.3K ﹤0.01%
+293
717
$10.2K ﹤0.01%
95
+15
718
$10.2K ﹤0.01%
+167
719
$10.2K ﹤0.01%
+1,248
720
$10.2K ﹤0.01%
+104
721
$10.1K ﹤0.01%
+44
722
$10.1K ﹤0.01%
+135
723
$10K ﹤0.01%
+147
724
$9.96K ﹤0.01%
271
725
$9.95K ﹤0.01%
+25
27 28
29
30 31