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
$452M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$2.69M
3
+$2.39M
4
PLTR icon
Palantir
PLTR
+$2.1M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$2.46M
2
+$2.43M
3
+$2.42M
4
LULU icon
lululemon athletica
LULU
+$1.48M
5
ITW icon
Illinois Tool Works
ITW
+$1.41M

Sector Composition

1 Technology 27.55%
2 Healthcare 13.35%
3 Consumer Discretionary 7.7%
4 Communication Services 7.12%
5 Financials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$669 ﹤0.01%
7
402
$666 ﹤0.01%
37
403
$640 ﹤0.01%
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404
$620 ﹤0.01%
3
405
$610 ﹤0.01%
12
406
$598 ﹤0.01%
2
407
$576 ﹤0.01%
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408
$575 ﹤0.01%
8
409
$548 ﹤0.01%
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410
$537 ﹤0.01%
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411
$522 ﹤0.01%
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$487 ﹤0.01%
17
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$413 ﹤0.01%
14
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$349 ﹤0.01%
2
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415
$338 ﹤0.01%
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$263 ﹤0.01%
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417
$212 ﹤0.01%
+4
418
$99 ﹤0.01%
1
-1,228
419
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-10
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-1,191
421
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422
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-1,500
423
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-8
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-6
14 15 16
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