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
326
$1.8K ﹤0.01%
50
327
$1.8K ﹤0.01%
36
328
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+7
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14
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2
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+20
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$1.56K ﹤0.01%
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$1.5K ﹤0.01%
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$1.49K ﹤0.01%
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$1.49K ﹤0.01%
12
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344
$1.47K ﹤0.01%
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345
$1.46K ﹤0.01%
22
346
$1.45K ﹤0.01%
+97
347
$1.44K ﹤0.01%
15
348
$1.42K ﹤0.01%
57
349
$1.42K ﹤0.01%
23
350
$1.4K ﹤0.01%
1
12 13
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