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
$506M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$3.47M
3
+$2.93M
4
ABBV icon
AbbVie
ABBV
+$1.15M
5
NOW icon
ServiceNow
NOW
+$929K

Top Sells

1
+$3.11M
2
+$2.54M
3
+$2.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$540K
5
AAPL icon
Apple
AAPL
+$428K

Sector Composition

1 Technology 28.47%
2 Healthcare 11.03%
3 Consumer Discretionary 8.23%
4 Financials 6.94%
5 Communication Services 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.26K ﹤0.01%
+2
352
$1.23K ﹤0.01%
16
353
$1.22K ﹤0.01%
1
354
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18
355
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+26
356
$1.18K ﹤0.01%
2
357
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6
358
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3
359
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15
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23
361
$1.1K ﹤0.01%
5
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25
364
$1.06K ﹤0.01%
12
365
$1.04K ﹤0.01%
5
-20
366
$1.03K ﹤0.01%
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367
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$1.02K ﹤0.01%
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369
$1.01K ﹤0.01%
50
370
$1.01K ﹤0.01%
13
-5
371
$1.01K ﹤0.01%
16
372
$993 ﹤0.01%
18
373
$982 ﹤0.01%
11
374
$964 ﹤0.01%
12
375
$961 ﹤0.01%
97
-20
13 14
15
16 17