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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
801
$7.04K ﹤0.01%
+330
802
$6.97K ﹤0.01%
104
+48
803
$6.95K ﹤0.01%
50
+32
804
$6.93K ﹤0.01%
+37
805
$6.91K ﹤0.01%
+118
806
$6.84K ﹤0.01%
+347
807
$6.83K ﹤0.01%
+166
808
$6.73K ﹤0.01%
+67
809
$6.71K ﹤0.01%
+223
810
$6.7K ﹤0.01%
+87
811
$6.68K ﹤0.01%
+39
812
$6.67K ﹤0.01%
+470
813
$6.66K ﹤0.01%
+50
814
$6.65K ﹤0.01%
+51
815
$6.54K ﹤0.01%
+288
816
$6.53K ﹤0.01%
+213
817
$6.48K ﹤0.01%
196
-2
818
$6.43K ﹤0.01%
+769
819
$6.35K ﹤0.01%
+32
820
$6.34K ﹤0.01%
+67
821
$6.33K ﹤0.01%
+77
822
$6.31K ﹤0.01%
+242
823
$6.28K ﹤0.01%
+39
824
$6.25K ﹤0.01%
+49
825
$6.24K ﹤0.01%
+65
31 32
33
34 35