TCA

Trifecta Capital Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 27.61%
This Quarter Est. Return
1 Year Est. Return
+27.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$249K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.14M
3
+$650K
4
CAT icon
Caterpillar
CAT
+$570K
5
NVDA icon
NVIDIA
NVDA
+$522K

Top Sells

1
+$1.25M
2
+$531K
3
+$522K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$277K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$242K

Sector Composition

1 Technology 23.46%
2 Healthcare 13.21%
3 Consumer Discretionary 8.89%
4 Financials 8.54%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.08K ﹤0.01%
19
227
$6.97K ﹤0.01%
16
228
$6.88K ﹤0.01%
100
229
$6.51K ﹤0.01%
43
-1
230
$6.25K ﹤0.01%
52
231
$6.17K ﹤0.01%
2
232
$6.14K ﹤0.01%
20
233
$6.12K ﹤0.01%
+300
234
$5.98K ﹤0.01%
+101
235
$5.79K ﹤0.01%
163
236
$5.57K ﹤0.01%
35
237
$5.45K ﹤0.01%
90
238
$5.17K ﹤0.01%
320
239
$5.09K ﹤0.01%
55
240
$5.08K ﹤0.01%
29
241
$4.6K ﹤0.01%
9
242
$4.41K ﹤0.01%
41
243
$4.39K ﹤0.01%
70
+30
244
$4.38K ﹤0.01%
12
245
$4.11K ﹤0.01%
29
246
$4.06K ﹤0.01%
55
247
$4.03K ﹤0.01%
96
248
$3.95K ﹤0.01%
62
249
$3.9K ﹤0.01%
25
250
$3.84K ﹤0.01%
18
8 9
10
11 12