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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
876
$4.79K ﹤0.01%
+10
877
$4.79K ﹤0.01%
+49
878
$4.77K ﹤0.01%
+72
879
$4.75K ﹤0.01%
+36
880
$4.75K ﹤0.01%
39
+36
881
$4.73K ﹤0.01%
+580
882
$4.72K ﹤0.01%
105
+26
883
$4.72K ﹤0.01%
+389
884
$4.71K ﹤0.01%
+66
885
$4.71K ﹤0.01%
+31
886
$4.69K ﹤0.01%
25
+24
887
$4.62K ﹤0.01%
+33
888
$4.58K ﹤0.01%
+235
889
$4.58K ﹤0.01%
+37
890
$4.57K ﹤0.01%
24
+8
891
$4.54K ﹤0.01%
+454
892
$4.51K ﹤0.01%
+22
893
$4.49K ﹤0.01%
+3
894
$4.46K ﹤0.01%
+59
895
$4.46K ﹤0.01%
+125
896
$4.46K ﹤0.01%
40
-2
897
$4.44K ﹤0.01%
+54
898
$4.41K ﹤0.01%
+420
899
$4.39K ﹤0.01%
+47
900
$4.38K ﹤0.01%
+45
34 35
36
37 38