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
351
$1.29K ﹤0.01%
28
352
$1.28K ﹤0.01%
18
353
$1.27K ﹤0.01%
17
354
$1.23K ﹤0.01%
71
355
$1.21K ﹤0.01%
29
356
$1.21K ﹤0.01%
15
357
$1.2K ﹤0.01%
10
358
$1.2K ﹤0.01%
13
359
$1.18K ﹤0.01%
12
360
$1.18K ﹤0.01%
+33
361
$1.15K ﹤0.01%
17
362
$1.14K ﹤0.01%
15
363
$1.12K ﹤0.01%
32
364
$1.09K ﹤0.01%
+9
365
$1.09K ﹤0.01%
14
366
$1.06K ﹤0.01%
10
-625
367
$1.04K ﹤0.01%
16
368
$1.03K ﹤0.01%
14
369
$1.03K ﹤0.01%
25
370
$1.02K ﹤0.01%
18
371
$1.01K ﹤0.01%
57
372
$1K ﹤0.01%
5
373
$983 ﹤0.01%
5
374
$944 ﹤0.01%
28
375
$941 ﹤0.01%
11
13 14
15
16 17