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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
1126
$1.33K ﹤0.01%
36
+19
1127
$1.32K ﹤0.01%
+1
1128
$1.31K ﹤0.01%
+15
1129
$1.31K ﹤0.01%
+56
1130
$1.3K ﹤0.01%
+15
1131
$1.3K ﹤0.01%
25
+20
1132
$1.29K ﹤0.01%
70
+67
1133
$1.28K ﹤0.01%
+17
1134
$1.27K ﹤0.01%
+40
1135
$1.26K ﹤0.01%
+22
1136
$1.25K ﹤0.01%
+98
1137
$1.24K ﹤0.01%
+35
1138
$1.24K ﹤0.01%
+56
1139
$1.23K ﹤0.01%
+36
1140
$1.22K ﹤0.01%
+10
1141
$1.21K ﹤0.01%
+45
1142
$1.2K ﹤0.01%
+9
1143
$1.18K ﹤0.01%
+11
1144
$1.18K ﹤0.01%
+22
1145
$1.16K ﹤0.01%
+12
1146
$1.16K ﹤0.01%
5
+4
1147
$1.16K ﹤0.01%
55
-18
1148
$1.15K ﹤0.01%
+25
1149
$1.15K ﹤0.01%
+88
1150
$1.13K ﹤0.01%
+10
44 45
46
47 48