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
376
$933 ﹤0.01%
10
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25
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9
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$897 ﹤0.01%
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2
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5
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+26
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$854 ﹤0.01%
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5
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$681 ﹤0.01%
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$680 ﹤0.01%
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14 15
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17 18