TCA
Trifecta Capital Advisors Portfolio holdings
AUM
$601M
1-Year Return
22.27%
This Quarter Return
+5.41%
1 Year Return
+22.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$506M
AUM Growth
+$28.6M
(+6%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
47.69%
Holding
425
New
15
Increased
51
Reduced
58
Closed
20
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.78M |
| 2 |
Boston Scientific
BSX
|
$3.47M |
| 3 |
CrowdStrike
CRWD
|
$2.93M |
| 4 |
AbbVie
ABBV
|
$1.15M |
| 5 |
ServiceNow
NOW
|
$929K |
Top Sells
| 1 |
Synopsys
SNPS
|
$3.11M |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$2.54M |
| 3 |
Merck
MRK
|
$2.1M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$540K |
| 5 |
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% |
