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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
1401
$278 ﹤0.01%
+178
1402
$278 ﹤0.01%
+11
1403
$276 ﹤0.01%
+21
1404
$276 ﹤0.01%
+4
1405
$271 ﹤0.01%
+9
1406
$271 ﹤0.01%
11
1407
$263 ﹤0.01%
+14
1408
$261 ﹤0.01%
+56
1409
$258 ﹤0.01%
10
1410
$257 ﹤0.01%
+2
1411
$255 ﹤0.01%
+9
1412
$254 ﹤0.01%
+1
1413
$254 ﹤0.01%
+79
1414
$253 ﹤0.01%
6
1415
$251 ﹤0.01%
+3
1416
$251 ﹤0.01%
18
+10
1417
$251 ﹤0.01%
+16
1418
$249 ﹤0.01%
+4
1419
$243 ﹤0.01%
4
1420
$240 ﹤0.01%
+8
1421
$239 ﹤0.01%
+25
1422
$238 ﹤0.01%
4
1423
$235 ﹤0.01%
+28
1424
$234 ﹤0.01%
+2
1425
$233 ﹤0.01%
+7
55 56
57
58 59