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
$307M
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$3.27M
3
+$2.97M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.96M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.78M

Top Sells

1
+$4.86M
2
+$4.68M
3
+$4.58M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.31M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.29M

Sector Composition

1 Technology 24.97%
2 Healthcare 17.47%
3 Financials 10.45%
4 Consumer Staples 6.73%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
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