We are live on ! Find out more
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
726
$9.94K ﹤0.01%
+113
727
$9.79K ﹤0.01%
+339
728
$9.73K ﹤0.01%
+118
729
$9.72K ﹤0.01%
+123
730
$9.66K ﹤0.01%
49
+48
731
$9.55K ﹤0.01%
+69
732
$9.54K ﹤0.01%
140
-2
733
$9.53K ﹤0.01%
+261
734
$9.47K ﹤0.01%
+78
735
$9.41K ﹤0.01%
+38
736
$9.4K ﹤0.01%
+103
737
$9.39K ﹤0.01%
+39
738
$9.39K ﹤0.01%
+101
739
$9.35K ﹤0.01%
+181
740
$9.31K ﹤0.01%
+30
741
$9.29K ﹤0.01%
+16
742
$9.26K ﹤0.01%
111
+108
743
$9.22K ﹤0.01%
110
+107
744
$9.19K ﹤0.01%
+36
745
$9.16K ﹤0.01%
+70
746
$9.12K ﹤0.01%
+199
747
$9.12K ﹤0.01%
+211
748
$9.09K ﹤0.01%
+165
749
$9.03K ﹤0.01%
+62
750
$8.84K ﹤0.01%
+75
28 29
30
31 32