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
$506M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$3.47M
3
+$2.93M
4
ABBV icon
AbbVie
ABBV
+$1.15M
5
NOW icon
ServiceNow
NOW
+$929K

Top Sells

1
+$3.11M
2
+$2.54M
3
+$2.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$540K
5
AAPL icon
Apple
AAPL
+$428K

Sector Composition

1 Technology 28.47%
2 Healthcare 11.03%
3 Consumer Discretionary 8.23%
4 Financials 6.94%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$3.37K ﹤0.01%
19
252
$3.36K ﹤0.01%
15
253
$3.35K ﹤0.01%
18
254
$3.3K ﹤0.01%
76
255
$3.29K ﹤0.01%
55
256
$3.22K ﹤0.01%
56
257
$3.2K ﹤0.01%
38
258
$3.2K ﹤0.01%
34
259
$3.15K ﹤0.01%
25
260
$3.14K ﹤0.01%
9
261
$3.12K ﹤0.01%
43
262
$3.09K ﹤0.01%
14
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$3.06K ﹤0.01%
9
264
$3.01K ﹤0.01%
150
-13
265
$2.96K ﹤0.01%
37
266
$2.94K ﹤0.01%
16
267
$2.91K ﹤0.01%
47
268
$2.89K ﹤0.01%
40
269
$2.84K ﹤0.01%
6
270
$2.84K ﹤0.01%
27
271
$2.83K ﹤0.01%
3
272
$2.8K ﹤0.01%
42
273
$2.76K ﹤0.01%
10
-1
274
$2.69K ﹤0.01%
9
275
$2.67K ﹤0.01%
19
9 10
11
12 13