TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
668
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$8.41M
3
+$6.96M
4
ANET icon
Arista Networks
ANET
+$5.92M
5
AMZN icon
Amazon
AMZN
+$5.46M

Top Sells

1
+$12.4M
2
+$7.64M
3
+$4.94M
4
FCX icon
Freeport-McMoran
FCX
+$4.66M
5
NVDA icon
NVIDIA
NVDA
+$4.65M

Sector Composition

1 Technology 7.49%
2 Healthcare 3.9%
3 Financials 3.42%
4 Industrials 3.26%
5 Consumer Discretionary 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$304K 0.03%
4,311
-378
202
$300K 0.03%
+5,506
203
$300K 0.03%
3,490
+215
204
$296K 0.03%
813
-116
205
$287K 0.03%
6,256
-71
206
$278K 0.03%
6,622
+3,314
207
$277K 0.03%
3,781
-801
208
$275K 0.03%
+4,760
209
$274K 0.03%
3,676
-1,175
210
$273K 0.03%
8,212
+816
211
$272K 0.03%
26,699
-2,439
212
$271K 0.03%
939
+704
213
$269K 0.03%
+4,152
214
$268K 0.03%
1,541
+1,473
215
$265K 0.03%
+1,098
216
$264K 0.03%
963
+256
217
$262K 0.03%
5,971
+5,965
218
$254K 0.02%
1,555
+161
219
$254K 0.02%
5,916
+2,408
220
$220K 0.02%
1,674
+525
221
$215K 0.02%
1,916
+1,256
222
$208K 0.02%
1,075
+1,029
223
$208K 0.02%
531
+519
224
$201K 0.02%
1,329
+341
225
$200K 0.02%
+2,019
7 8
9
10 11