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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
826
$6.22K ﹤0.01%
+105
827
$6.16K ﹤0.01%
+233
828
$6.12K ﹤0.01%
+50
829
$6.1K ﹤0.01%
+18
830
$6.08K ﹤0.01%
+35
831
$6.08K ﹤0.01%
+47
832
$6.07K ﹤0.01%
+42
833
$6.03K ﹤0.01%
+162
834
$6.03K ﹤0.01%
+85
835
$5.91K ﹤0.01%
32
+30
836
$5.87K ﹤0.01%
+147
837
$5.86K ﹤0.01%
+79
838
$5.79K ﹤0.01%
+102
839
$5.75K ﹤0.01%
128
+124
840
$5.72K ﹤0.01%
+246
841
$5.69K ﹤0.01%
+42
842
$5.69K ﹤0.01%
+94
843
$5.62K ﹤0.01%
+10
844
$5.61K ﹤0.01%
+12
845
$5.57K ﹤0.01%
+54
846
$5.47K ﹤0.01%
+39
847
$5.41K ﹤0.01%
+57
848
$5.41K ﹤0.01%
152
849
$5.31K ﹤0.01%
+132
850
$5.29K ﹤0.01%
+27
32 33
34
35 36