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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
1376
$335 ﹤0.01%
+6
1377
$332 ﹤0.01%
+4
1378
$331 ﹤0.01%
+21
1379
$327 ﹤0.01%
+81
1380
$325 ﹤0.01%
9
1381
$321 ﹤0.01%
+2
1382
$321 ﹤0.01%
+38
1383
$318 ﹤0.01%
+24
1384
$312 ﹤0.01%
+24
1385
$312 ﹤0.01%
+3
1386
$310 ﹤0.01%
+11
1387
$310 ﹤0.01%
+11
1388
$308 ﹤0.01%
4
1389
$306 ﹤0.01%
+15
1390
$305 ﹤0.01%
6
-20
1391
$300 ﹤0.01%
+2
1392
$298 ﹤0.01%
+12
1393
$296 ﹤0.01%
+9
1394
$290 ﹤0.01%
+187
1395
$288 ﹤0.01%
7
1396
$286 ﹤0.01%
+3
1397
$284 ﹤0.01%
+2
1398
$283 ﹤0.01%
+10
1399
$282 ﹤0.01%
+6
1400
$280 ﹤0.01%
+15
54 55
56
57 58