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
301
$2.2K ﹤0.01%
21
302
$2.18K ﹤0.01%
9
-10,019
303
$2.17K ﹤0.01%
13
304
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24
305
$2.1K ﹤0.01%
51
306
$2.09K ﹤0.01%
80
307
$2.08K ﹤0.01%
33
308
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146
309
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8
310
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21
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313
$2.04K ﹤0.01%
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315
$1.97K ﹤0.01%
20
316
$1.96K ﹤0.01%
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$1.96K ﹤0.01%
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$1.94K ﹤0.01%
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-4
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$1.93K ﹤0.01%
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321
$1.93K ﹤0.01%
+13
322
$1.9K ﹤0.01%
8
323
$1.89K ﹤0.01%
60
324
$1.85K ﹤0.01%
13
325
$1.84K ﹤0.01%
26
11 12
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14 15