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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
1151
$1.12K ﹤0.01%
+122
1152
$1.11K ﹤0.01%
20
+13
1153
$1.11K ﹤0.01%
+74
1154
$1.1K ﹤0.01%
+13
1155
$1.1K ﹤0.01%
+34
1156
$1.1K ﹤0.01%
+88
1157
$1.1K ﹤0.01%
+50
1158
$1.09K ﹤0.01%
+15
1159
$1.08K ﹤0.01%
+19
1160
$1.08K ﹤0.01%
+41
1161
$1.08K ﹤0.01%
12
1162
$1.08K ﹤0.01%
+12
1163
$1.07K ﹤0.01%
+8
1164
$1.04K ﹤0.01%
+58
1165
$1.03K ﹤0.01%
+14
1166
$1.02K ﹤0.01%
+88
1167
$1.02K ﹤0.01%
45
+1
1168
$1.01K ﹤0.01%
+12
1169
$1.01K ﹤0.01%
+21
1170
$998 ﹤0.01%
+2
1171
$994 ﹤0.01%
+35
1172
$983 ﹤0.01%
14
+9
1173
$982 ﹤0.01%
+6
1174
$980 ﹤0.01%
+8
1175
$975 ﹤0.01%
+48
45 46
47
48 49