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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
901
$4.38K ﹤0.01%
+99
902
$4.31K ﹤0.01%
+217
903
$4.29K ﹤0.01%
+18
904
$4.29K ﹤0.01%
+285
905
$4.27K ﹤0.01%
59
+58
906
$4.24K ﹤0.01%
+62
907
$4.22K ﹤0.01%
+108
908
$4.19K ﹤0.01%
+14
909
$4.19K ﹤0.01%
+64
910
$4.18K ﹤0.01%
+82
911
$4.11K ﹤0.01%
118
912
$4.07K ﹤0.01%
51
+44
913
$4.06K ﹤0.01%
+93
914
$4.04K ﹤0.01%
+19
915
$4.04K ﹤0.01%
+10
916
$3.98K ﹤0.01%
+141
917
$3.97K ﹤0.01%
+7
918
$3.94K ﹤0.01%
+93
919
$3.89K ﹤0.01%
+18
920
$3.88K ﹤0.01%
+84
921
$3.8K ﹤0.01%
+22
922
$3.79K ﹤0.01%
+44
923
$3.78K ﹤0.01%
+52
924
$3.77K ﹤0.01%
+40
925
$3.76K ﹤0.01%
+98
35 36
37
38 39