We are live on ! Find out more
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
$311M
AUM Growth
+$249K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$1.21M
3
+$622K
4
CAT icon
Caterpillar
CAT
+$566K
5
NVDA icon
NVIDIA
NVDA
+$538K

Top Sells

1
+$1.31M
2
+$546K
3
+$545K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$289K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$245K

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
426
– –
-1,210
427
– –
-24
428
– –
-63
429
– –
-25
430
– –
-823
431
– –
-15
432
– –
-1,274
433
– –
-42
434
– –
-1
435
– –
-13
436
– –
-78
437
– –
-5
438
– –
-50
439
– –
-192
440
– –
-28
14 15 16 17
18