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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
976
$2.89K ﹤0.01%
+11
977
$2.87K ﹤0.01%
+57
978
$2.86K ﹤0.01%
+146
979
$2.84K ﹤0.01%
+16
980
$2.84K ﹤0.01%
+28
981
$2.82K ﹤0.01%
+55
982
$2.8K ﹤0.01%
+457
983
$2.79K ﹤0.01%
50
-7
984
$2.77K ﹤0.01%
+113
985
$2.74K ﹤0.01%
21
+20
986
$2.72K ﹤0.01%
+67
987
$2.71K ﹤0.01%
+39
988
$2.7K ﹤0.01%
+102
989
$2.69K ﹤0.01%
+10
990
$2.69K ﹤0.01%
+36
991
$2.68K ﹤0.01%
+107
992
$2.66K ﹤0.01%
42
993
$2.66K ﹤0.01%
+19
994
$2.66K ﹤0.01%
+20
995
$2.65K ﹤0.01%
80
996
$2.65K ﹤0.01%
+12
997
$2.63K ﹤0.01%
+51
998
$2.63K ﹤0.01%
+21
999
$2.61K ﹤0.01%
+35
1000
$2.59K ﹤0.01%
53
38 39
40
41 42