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
401
$674 ﹤0.01%
19
402
$669 ﹤0.01%
8
403
$660 ﹤0.01%
9
404
$654 ﹤0.01%
6
405
$640 ﹤0.01%
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406
$637 ﹤0.01%
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407
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+27
408
$631 ﹤0.01%
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409
$627 ﹤0.01%
+3
410
$626 ﹤0.01%
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$595 ﹤0.01%
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412
$588 ﹤0.01%
3
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34
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425
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-8
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