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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
951
$3.22K ﹤0.01%
+40
952
$3.2K ﹤0.01%
+18
953
$3.17K ﹤0.01%
+625
954
$3.16K ﹤0.01%
+138
955
$3.14K ﹤0.01%
+141
956
$3.13K ﹤0.01%
+182
957
$3.13K ﹤0.01%
11
+10
958
$3.13K ﹤0.01%
17
+2
959
$3.12K ﹤0.01%
+55
960
$3.1K ﹤0.01%
+44
961
$3.1K ﹤0.01%
+21
962
$3.09K ﹤0.01%
+33
963
$3.06K ﹤0.01%
+563
964
$3.04K ﹤0.01%
+32
965
$3.04K ﹤0.01%
+9
966
$3.02K ﹤0.01%
+220
967
$3.02K ﹤0.01%
+168
968
$3K ﹤0.01%
+30
969
$3K ﹤0.01%
+25
970
$2.99K ﹤0.01%
+80
971
$2.97K ﹤0.01%
+654
972
$2.94K ﹤0.01%
+17
973
$2.92K ﹤0.01%
+16
974
$2.92K ﹤0.01%
+1,848
975
$2.91K ﹤0.01%
+47
37 38
39
40 41