We are live on ! Find out more
TFA

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
1276
$563 ﹤0.01%
+7
1277
$561 ﹤0.01%
+2
1278
$561 ﹤0.01%
+45
1279
$559 ﹤0.01%
+9
1280
$554 ﹤0.01%
+11
1281
$546 ﹤0.01%
+5
1282
$539 ﹤0.01%
23
1283
$532 ﹤0.01%
+7
1284
$531 ﹤0.01%
+8
1285
$528 ﹤0.01%
+30
1286
$523 ﹤0.01%
+1
1287
$522 ﹤0.01%
+3
1288
$517 ﹤0.01%
+20
1289
$515 ﹤0.01%
23
1290
$514 ﹤0.01%
+191
1291
$512 ﹤0.01%
+3
1292
$511 ﹤0.01%
+128
1293
$510 ﹤0.01%
+15
1294
$505 ﹤0.01%
12
1295
$504 ﹤0.01%
+17
1296
$502 ﹤0.01%
+3
1297
$499 ﹤0.01%
+29
1298
$495 ﹤0.01%
+14
1299
$495 ﹤0.01%
+13
1300
$493 ﹤0.01%
+13
50 51
52
53 54