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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
1426
$229 ﹤0.01%
+8
1427
$227 ﹤0.01%
+1
1428
$225 ﹤0.01%
+7
1429
$225 ﹤0.01%
+12
1430
$225 ﹤0.01%
+9
1431
$225 ﹤0.01%
+14
1432
$224 ﹤0.01%
+7
1433
$224 ﹤0.01%
+25
1434
$223 ﹤0.01%
+3
1435
$222 ﹤0.01%
4
1436
$215 ﹤0.01%
+5
1437
$212 ﹤0.01%
+24
1438
$211 ﹤0.01%
+1
1439
$207 ﹤0.01%
+6
1440
$203 ﹤0.01%
+9
1441
$200 ﹤0.01%
+2
1442
$199 ﹤0.01%
+1
1443
$195 ﹤0.01%
+8
1444
$194 ﹤0.01%
+10
1445
$192 ﹤0.01%
+4
1446
$191 ﹤0.01%
5
1447
$190 ﹤0.01%
+3
1448
$189 ﹤0.01%
+19
1449
$188 ﹤0.01%
+39
1450
$187 ﹤0.01%
+2
56 57
58
59 60