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
351
$1.39K ﹤0.01%
10
352
$1.39K ﹤0.01%
+6
353
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7
354
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18
355
$1.32K ﹤0.01%
23
356
$1.32K ﹤0.01%
10
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$1.31K ﹤0.01%
3
358
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359
$1.28K ﹤0.01%
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$1.27K ﹤0.01%
6
361
$1.26K ﹤0.01%
8
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$1.23K ﹤0.01%
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$1.21K ﹤0.01%
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$1.2K ﹤0.01%
14
365
$1.18K ﹤0.01%
45
366
$1.17K ﹤0.01%
23
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$1.15K ﹤0.01%
14
368
$1.14K ﹤0.01%
65
369
$1.13K ﹤0.01%
26
-6
370
$1.1K ﹤0.01%
+16
371
$1.09K ﹤0.01%
4
+2
372
$1.09K ﹤0.01%
16
373
$1.09K ﹤0.01%
28
374
$1.09K ﹤0.01%
58
375
$1.08K ﹤0.01%
18
13 14
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16 17