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
251
$4.17K ﹤0.01%
28
252
$4.13K ﹤0.01%
65
253
$4.03K ﹤0.01%
300
254
$3.98K ﹤0.01%
66
255
$3.9K ﹤0.01%
140
256
$3.85K ﹤0.01%
50
257
$3.75K ﹤0.01%
42
-127
258
$3.73K ﹤0.01%
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259
$3.64K ﹤0.01%
11
260
$3.6K ﹤0.01%
55
261
$3.6K ﹤0.01%
79
262
$3.51K ﹤0.01%
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263
$3.5K ﹤0.01%
34
264
$3.42K ﹤0.01%
25
265
$3.42K ﹤0.01%
25
266
$3.41K ﹤0.01%
31
-1
267
$3.4K ﹤0.01%
10
268
$3.38K ﹤0.01%
48
+31
269
$3.27K ﹤0.01%
15
270
$3.18K ﹤0.01%
56
271
$3.11K ﹤0.01%
16
272
$3K ﹤0.01%
15
273
$2.99K ﹤0.01%
85
274
$2.95K ﹤0.01%
76
275
$2.89K ﹤0.01%
6
9 10
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