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
751
$8.84K ﹤0.01%
+149
752
$8.84K ﹤0.01%
47
+15
753
$8.81K ﹤0.01%
+190
754
$8.7K ﹤0.01%
+41
755
$8.7K ﹤0.01%
178
-27,788
756
$8.56K ﹤0.01%
+33
757
$8.54K ﹤0.01%
+87
758
$8.49K ﹤0.01%
+34
759
$8.42K ﹤0.01%
+114
760
$8.4K ﹤0.01%
67
-11
761
$8.36K ﹤0.01%
+122
762
$8.33K ﹤0.01%
92
763
$8.31K ﹤0.01%
+318
764
$8.25K ﹤0.01%
+56
765
$8.22K ﹤0.01%
+687
766
$8.21K ﹤0.01%
+182
767
$8.12K ﹤0.01%
+40
768
$8.11K ﹤0.01%
+217
769
$8.09K ﹤0.01%
+211
770
$8.02K ﹤0.01%
76
+22
771
$8K ﹤0.01%
+167
772
$7.99K ﹤0.01%
+50
773
$7.97K ﹤0.01%
+15
774
$7.96K ﹤0.01%
57
+18
775
$7.88K ﹤0.01%
+879
29 30
31
32 33