TCA
Trifecta Capital Advisors Portfolio holdings
AUM
$601M
1-Year Return
22.27%
This Quarter Return
+12.72%
1 Year Return
+22.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$411M
AUM Growth
+$49.2M
(+14%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
2.92%
Top 10 Holdings %
Top 10 Hldgs %
47.94%
Holding
446
New
12
Increased
50
Reduced
66
Closed
35
Top Buys
| 1 |
AbbVie
ABBV
|
$4.82M |
| 2 |
Synopsys
SNPS
|
$3.29M |
| 3 |
Amazon
AMZN
|
$1.43M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.36M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$1.07M |
Top Sells
| 1 |
Mastercard
MA
|
$1.87M |
| 2 |
Eli Lilly
LLY
|
$1.4M |
| 3 |
Apple
AAPL
|
$1.35M |
| 4 |
lululemon athletica
LULU
|
$1.28M |
| 5 |
Uber
UBER
|
$1.07M |
Sector Composition
| 1 | Technology | 25.35% |
| 2 | Healthcare | 13.24% |
| 3 | Consumer Discretionary | 8.83% |
| 4 | Financials | 7.34% |
| 5 | Communication Services | 5.96% |
