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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
1451
$187 ﹤0.01%
+8
1452
$187 ﹤0.01%
+6
1453
$186 ﹤0.01%
2
1454
$186 ﹤0.01%
+3
1455
$185 ﹤0.01%
+42
1456
$184 ﹤0.01%
+1
1457
$181 ﹤0.01%
+9
1458
$181 ﹤0.01%
+3
1459
$180 ﹤0.01%
6
1460
$180 ﹤0.01%
+5
1461
$178 ﹤0.01%
3
1462
$177 ﹤0.01%
+1
1463
$175 ﹤0.01%
+7
1464
$172 ﹤0.01%
+1
1465
$166 ﹤0.01%
+2
1466
$158 ﹤0.01%
+1
1467
$157 ﹤0.01%
+2
1468
$156 ﹤0.01%
+36
1469
$155 ﹤0.01%
+2
1470
$153 ﹤0.01%
5
+4
1471
$153 ﹤0.01%
+5
1472
$152 ﹤0.01%
+8
1473
$151 ﹤0.01%
+7
1474
$150 ﹤0.01%
+3
1475
$150 ﹤0.01%
+4
57 58
59
60 61