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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
1176
$970 ﹤0.01%
+3
1177
$962 ﹤0.01%
20
+16
1178
$955 ﹤0.01%
+17
1179
$953 ﹤0.01%
+13
1180
$931 ﹤0.01%
+19
1181
$931 ﹤0.01%
+65
1182
$931 ﹤0.01%
+43
1183
$929 ﹤0.01%
21
+15
1184
$927 ﹤0.01%
+41
1185
$917 ﹤0.01%
+2
1186
$915 ﹤0.01%
+11
1187
$895 ﹤0.01%
+34
1188
$892 ﹤0.01%
+53
1189
$883 ﹤0.01%
15
+7
1190
$880 ﹤0.01%
28
+21
1191
$875 ﹤0.01%
+16
1192
$872 ﹤0.01%
+24
1193
$862 ﹤0.01%
+8
1194
$861 ﹤0.01%
+32
1195
$860 ﹤0.01%
+18
1196
$854 ﹤0.01%
+12
1197
$848 ﹤0.01%
+13
1198
$831 ﹤0.01%
+6
1199
$825 ﹤0.01%
+17
1200
$821 ﹤0.01%
+12
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48
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