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Transamerica Financial Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
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
1251
$642 ﹤0.01%
+10
1252
$642 ﹤0.01%
+27
1253
$641 ﹤0.01%
25
1254
$640 ﹤0.01%
+18
1255
$637 ﹤0.01%
+4
1256
$636 ﹤0.01%
+2
1257
$632 ﹤0.01%
+2
1258
$627 ﹤0.01%
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1259
$626 ﹤0.01%
+6
1260
$626 ﹤0.01%
+37
1261
$624 ﹤0.01%
+3
1262
$623 ﹤0.01%
25
1263
$618 ﹤0.01%
+38
1264
$617 ﹤0.01%
16
+11
1265
$599 ﹤0.01%
+13
1266
$588 ﹤0.01%
+216
1267
$586 ﹤0.01%
4
1268
$582 ﹤0.01%
5
1269
$579 ﹤0.01%
+17
1270
$577 ﹤0.01%
+120
1271
$576 ﹤0.01%
+17
1272
$575 ﹤0.01%
+10
1273
$572 ﹤0.01%
54
+53
1274
$571 ﹤0.01%
+86
1275
$567 ﹤0.01%
+11
49 50
51
52 53