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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
851
$5.28K ﹤0.01%
+70
852
$5.25K ﹤0.01%
+24
853
$5.22K ﹤0.01%
+122
854
$5.2K ﹤0.01%
133
-11
855
$5.16K ﹤0.01%
+151
856
$5.16K ﹤0.01%
+23
857
$5.14K ﹤0.01%
38
+36
858
$5.14K ﹤0.01%
+42
859
$5.14K ﹤0.01%
+1,835
860
$5.11K ﹤0.01%
+144
861
$5.08K ﹤0.01%
+218
862
$5.06K ﹤0.01%
+62
863
$5.05K ﹤0.01%
+59
864
$5.04K ﹤0.01%
48
+45
865
$4.99K ﹤0.01%
+61
866
$4.99K ﹤0.01%
+26
867
$4.99K ﹤0.01%
+69
868
$4.92K ﹤0.01%
+16
869
$4.92K ﹤0.01%
+9
870
$4.9K ﹤0.01%
+140
871
$4.82K ﹤0.01%
+348
872
$4.82K ﹤0.01%
46
+43
873
$4.8K ﹤0.01%
+47
874
$4.8K ﹤0.01%
+16
875
$4.79K ﹤0.01%
172
+170
33 34
35
36 37