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
$452M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$2.69M
3
+$2.39M
4
PLTR icon
Palantir
PLTR
+$2.1M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$2.46M
2
+$2.43M
3
+$2.42M
4
LULU icon
lululemon athletica
LULU
+$1.48M
5
ITW icon
Illinois Tool Works
ITW
+$1.41M

Sector Composition

1 Technology 27.55%
2 Healthcare 13.35%
3 Consumer Discretionary 7.7%
4 Communication Services 7.12%
5 Financials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.97K ﹤0.01%
71
+13
227
$7.79K ﹤0.01%
130
228
$7.75K ﹤0.01%
326
229
$7.59K ﹤0.01%
397
230
$7.4K ﹤0.01%
200
231
$7.29K ﹤0.01%
42
-1
232
$6.73K ﹤0.01%
25
+20
233
$6.47K ﹤0.01%
96
234
$6.34K ﹤0.01%
90
235
$6.07K ﹤0.01%
20
-21
236
$5.57K ﹤0.01%
55
237
$5.36K ﹤0.01%
38
238
$5.35K ﹤0.01%
12
239
$5.32K ﹤0.01%
50
240
$5.05K ﹤0.01%
163
241
$5K ﹤0.01%
38
242
$4.95K ﹤0.01%
31
243
$4.91K ﹤0.01%
101
244
$4.9K ﹤0.01%
55
245
$4.75K ﹤0.01%
61
246
$4.61K ﹤0.01%
232
+198
247
$4.55K ﹤0.01%
29
248
$4.51K ﹤0.01%
20
249
$4.34K ﹤0.01%
17
250
$4.26K ﹤0.01%
40
8 9
10
11 12