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Transamerica Financial Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
897
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$25.2M
3
+$18.1M
4
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$15.3M
5
PEZ icon
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
+$9.63M

Top Sells

1
+$59.4M
2
+$27.7M
3
+$4.98M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.16M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$3.8M

Sector Composition

1 Consumer Staples 3.12%
2 Technology 2.97%
3 Healthcare 2.85%
4 Financials 2.21%
5 Real Estate 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
15
777
$1K ﹤0.01%
9
778
$1K ﹤0.01%
4
779
$1K ﹤0.01%
165
780
$1K ﹤0.01%
1
-3,004
781
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+22
783
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2
784
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1
785
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786
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2
787
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788
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1
-25
789
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790
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791
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1
795
$1K ﹤0.01%
1
796
$1K ﹤0.01%
5
797
$1K ﹤0.01%
8
798
$1K ﹤0.01%
3
799
$1K ﹤0.01%
20
800
$1K ﹤0.01%
3
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