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
326
$1.68K ﹤0.01%
17
327
$1.68K ﹤0.01%
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13
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80
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60
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15
333
$1.61K ﹤0.01%
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+30
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14
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$1.52K ﹤0.01%
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$1.49K ﹤0.01%
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$1.43K ﹤0.01%
23
347
$1.39K ﹤0.01%
14
348
$1.36K ﹤0.01%
8
349
$1.34K ﹤0.01%
50
350
$1.33K ﹤0.01%
36
12 13
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15 16