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TCA

Transcend Capital Advisors Portfolio holdings

AUM $1.25B
1-Year Est. Return 17.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$695M
AUM Growth
-$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.09M
3
+$5.73M
4
AMZN icon
Amazon
AMZN
+$4.86M
5
VV icon
Vanguard Large-Cap ETF
VV
+$4.02M

Top Sells

1
+$57.8M
2
+$25.6M
3
+$23.9M
4
JPM icon
JPMorgan Chase
JPM
+$12.9M
5
UPWK icon
Upwork
UPWK
+$8.96M

Sector Composition

1 Technology 22.33%
2 Financials 13.02%
3 Healthcare 7.39%
4 Consumer Discretionary 6.68%
5 Communication Services 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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452
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453
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454
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-5,000
455
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-12,033
456
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-79,528
457
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-1,397
458
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-3,753
459
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-3,336
460
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-459
461
– –
-5,650
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