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TFA

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
1051
$1.86K ﹤0.01%
25
-1
1052
$1.83K ﹤0.01%
80
-1
1053
$1.82K ﹤0.01%
+121
1054
$1.82K ﹤0.01%
+53
1055
$1.81K ﹤0.01%
+34
1056
$1.81K ﹤0.01%
+44
1057
$1.81K ﹤0.01%
+73
1058
$1.79K ﹤0.01%
+12
1059
$1.78K ﹤0.01%
+231
1060
$1.78K ﹤0.01%
+71
1061
$1.77K ﹤0.01%
+21
1062
$1.76K ﹤0.01%
+28
1063
$1.76K ﹤0.01%
+8
1064
$1.75K ﹤0.01%
+23
1065
$1.74K ﹤0.01%
9
+7
1066
$1.73K ﹤0.01%
+24
1067
$1.72K ﹤0.01%
+57
1068
$1.72K ﹤0.01%
+16
1069
$1.71K ﹤0.01%
50
+48
1070
$1.7K ﹤0.01%
+61
1071
$1.69K ﹤0.01%
55
1072
$1.68K ﹤0.01%
+6
1073
$1.68K ﹤0.01%
+10
1074
$1.67K ﹤0.01%
6
+5
1075
$1.67K ﹤0.01%
+44
41 42
43
44 45