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
276
$2.71K ﹤0.01%
140
277
$2.65K ﹤0.01%
39
+13
278
$2.64K ﹤0.01%
50
279
$2.63K ﹤0.01%
16
280
$2.63K ﹤0.01%
126
281
$2.52K ﹤0.01%
45
282
$2.51K ﹤0.01%
43
-30
283
$2.45K ﹤0.01%
9
284
$2.43K ﹤0.01%
49
285
$2.38K ﹤0.01%
27
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$2.37K ﹤0.01%
9
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$2.35K ﹤0.01%
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$2.33K ﹤0.01%
21
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$2.3K ﹤0.01%
19
290
$2.3K ﹤0.01%
43
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$2.3K ﹤0.01%
9
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$2.25K ﹤0.01%
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$2.25K ﹤0.01%
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294
$2.23K ﹤0.01%
42
295
$2.22K ﹤0.01%
2
296
$2.21K ﹤0.01%
10
297
$2.19K ﹤0.01%
19
298
$2.19K ﹤0.01%
5
299
$2.18K ﹤0.01%
33
300
$2.18K ﹤0.01%
3
10 11
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