TCA

Trifecta Capital Advisors Portfolio holdings

AUM $646M
1-Year Est. Return 28.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
498
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.39M
3
+$2.97M
4
NVDA icon
NVIDIA
NVDA
+$1.12M
5
MSTR icon
Strategy Inc
MSTR
+$987K

Top Sells

1
+$2.92M
2
+$2.63M
3
+$2.35M
4
PLTR icon
Palantir
PLTR
+$1.67M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$793K

Sector Composition

1 Technology 32%
2 Financials 9.28%
3 Healthcare 9.21%
4 Communication Services 7.8%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.78K ﹤0.01%
15
352
$1.77K ﹤0.01%
17
353
$1.77K ﹤0.01%
16
354
$1.75K ﹤0.01%
24
355
$1.74K ﹤0.01%
71
356
$1.74K ﹤0.01%
14
357
$1.74K ﹤0.01%
26
358
$1.73K ﹤0.01%
6
-21
359
$1.71K ﹤0.01%
38
-500
360
$1.71K ﹤0.01%
23
-15
361
$1.68K ﹤0.01%
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362
$1.68K ﹤0.01%
69
363
$1.64K ﹤0.01%
15
364
$1.62K ﹤0.01%
57
365
$1.61K ﹤0.01%
13
-297
366
$1.6K ﹤0.01%
13
367
$1.56K ﹤0.01%
6
368
$1.56K ﹤0.01%
33
369
$1.54K ﹤0.01%
5
370
$1.51K ﹤0.01%
22
371
$1.5K ﹤0.01%
18
372
$1.5K ﹤0.01%
17
373
$1.5K ﹤0.01%
49
374
$1.48K ﹤0.01%
51
375
$1.47K ﹤0.01%
14
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16 17