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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
776
$7.82K ﹤0.01%
61
+23
777
$7.79K ﹤0.01%
269
778
$7.76K ﹤0.01%
+111
779
$7.75K ﹤0.01%
+176
780
$7.65K ﹤0.01%
+84
781
$7.6K ﹤0.01%
+73
782
$7.58K ﹤0.01%
+78
783
$7.52K ﹤0.01%
+67
784
$7.52K ﹤0.01%
+119
785
$7.43K ﹤0.01%
+184
786
$7.43K ﹤0.01%
+81
787
$7.4K ﹤0.01%
+783
788
$7.38K ﹤0.01%
+72
789
$7.37K ﹤0.01%
+6
790
$7.36K ﹤0.01%
+127
791
$7.36K ﹤0.01%
+93
792
$7.35K ﹤0.01%
+304
793
$7.33K ﹤0.01%
+262
794
$7.3K ﹤0.01%
129
+127
795
$7.25K ﹤0.01%
+72
796
$7.21K ﹤0.01%
+469
797
$7.13K ﹤0.01%
+448
798
$7.13K ﹤0.01%
+124
799
$7.1K ﹤0.01%
+214
800
$7.05K ﹤0.01%
+124
30 31
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