TCA

Transcend Capital Advisors Portfolio holdings

AUM $1.29B
1-Year Est. Return 14.47%
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Sector Composition

1 Technology 18.43%
2 Financials 15.71%
3 Healthcare 9.5%
4 Consumer Discretionary 4.73%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$241K 0.02%
+3,700
527
$240K 0.02%
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528
$240K 0.02%
17,558
-1,537
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$239K 0.02%
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$238K 0.02%
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535
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$227K 0.02%
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549
$226K 0.02%
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550
$226K 0.02%
4,700