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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
1476
$150 ﹤0.01%
+4
1477
$150 ﹤0.01%
+2
1478
$149 ﹤0.01%
+45
1479
$149 ﹤0.01%
+94
1480
$148 ﹤0.01%
+2
1481
$147 ﹤0.01%
+2
1482
$146 ﹤0.01%
+6
1483
$140 ﹤0.01%
+8
1484
$138 ﹤0.01%
+24
1485
$137 ﹤0.01%
+5
1486
$136 ﹤0.01%
3
1487
$136 ﹤0.01%
+4
1488
$135 ﹤0.01%
+5
1489
$135 ﹤0.01%
+7
1490
$134 ﹤0.01%
+14
1491
$132 ﹤0.01%
+11
1492
$131 ﹤0.01%
+17
1493
$131 ﹤0.01%
+5
1494
$130 ﹤0.01%
+14
1495
$129 ﹤0.01%
2
-2
1496
$129 ﹤0.01%
+2
1497
$129 ﹤0.01%
+25
1498
$126 ﹤0.01%
+5
1499
$122 ﹤0.01%
+1
1500
$121 ﹤0.01%
+3
58 59
60
61 62