TCA

Transcend Capital Advisors Portfolio holdings

AUM $1.42B
1-Year Est. Return 16.28%
This Quarter Est. Return
1 Year Est. Return
+16.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Sector Composition

1 Technology 17.69%
2 Financials 17.47%
3 Healthcare 10.62%
4 Consumer Discretionary 4.76%
5 Communication Services 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
-905,473
552
$0 ﹤0.01%
130,665