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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
926
$3.75K ﹤0.01%
118
+78
927
$3.7K ﹤0.01%
+40
928
$3.65K ﹤0.01%
+43
929
$3.64K ﹤0.01%
+53
930
$3.62K ﹤0.01%
+634
931
$3.61K ﹤0.01%
+71
932
$3.59K ﹤0.01%
+436
933
$3.59K ﹤0.01%
+5
934
$3.56K ﹤0.01%
+14
935
$3.56K ﹤0.01%
+14
936
$3.53K ﹤0.01%
29
+28
937
$3.52K ﹤0.01%
+40
938
$3.51K ﹤0.01%
+22
939
$3.5K ﹤0.01%
+15
940
$3.48K ﹤0.01%
+39
941
$3.46K ﹤0.01%
+14
942
$3.44K ﹤0.01%
+9
943
$3.44K ﹤0.01%
+18
944
$3.44K ﹤0.01%
+47
945
$3.42K ﹤0.01%
+27
946
$3.4K ﹤0.01%
81
+80
947
$3.35K ﹤0.01%
20
+18
948
$3.33K ﹤0.01%
+53
949
$3.29K ﹤0.01%
+13
950
$3.27K ﹤0.01%
+90
36 37
38
39 40