Long-term investor
Transamerica Financial Advisors, LLC @transamericafinancialadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001502149).
Record
- Tracked since 2025-06-30 (434 days), 139 trades recorded
- Returns: week n/a · month n/a · 90 days +11.2% · 6 months +10.3% · 1 year +17.2% · all +17.2%
- Max drawdown -0.9% · Sharpe 1.00 · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VV · 5.7% · long · since 2025-06-30
- NVDA · 2.9% · long · since 2025-06-30
- BND · 2.2% · long · since 2025-06-30
- VEA · 2.0% · long · since 2025-06-30
- AVGO · 1.9% · long · since 2025-06-30
- VO · 1.7% · long · since 2025-06-30
- SCHX · 1.6% · long · since 2025-06-30
- GEV · 1.5% · long · since 2025-09-30
- IJR · 1.5% · long · since 2025-06-30
- PRN · 1.4% · long · since 2025-06-30
- QQQM · 1.4% · long · since 2025-06-30
- IVV · 1.4% · long · since 2025-06-30