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
276
$2.89K ﹤0.01%
19
277
$2.87K ﹤0.01%
43
278
$2.86K ﹤0.01%
30
279
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34
280
$2.59K ﹤0.01%
9
281
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54
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6
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285
$2.5K ﹤0.01%
43
286
$2.49K ﹤0.01%
9
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$2.47K ﹤0.01%
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$2.45K ﹤0.01%
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$2.42K ﹤0.01%
27
290
$2.38K ﹤0.01%
18
291
$2.37K ﹤0.01%
10
-5,938
292
$2.35K ﹤0.01%
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294
$2.3K ﹤0.01%
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295
$2.27K ﹤0.01%
3
296
$2.27K ﹤0.01%
18
297
$2.25K ﹤0.01%
23
298
$2.24K ﹤0.01%
6
299
$2.24K ﹤0.01%
9
300
$2.21K ﹤0.01%
28
10 11
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13 14