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
$362M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.24M
3
+$2.03M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.33M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.12M

Top Sells

1
+$2.44M
2
+$1.82M
3
+$1.72M
4
LLY icon
Eli Lilly
LLY
+$1.44M
5
AAPL icon
Apple
AAPL
+$516K

Sector Composition

1 Technology 24.95%
2 Healthcare 11.96%
3 Consumer Discretionary 9.12%
4 Financials 8.11%
5 Communication Services 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$629 ﹤0.01%
17
427
$600 ﹤0.01%
34
428
$572 ﹤0.01%
8
429
$547 ﹤0.01%
6
430
$503 ﹤0.01%
14
431
$491 ﹤0.01%
17
432
$443 ﹤0.01%
11
-257
433
$398 ﹤0.01%
21
-3
434
$342 ﹤0.01%
23
435
– –
-9
436
– –
-18
437
– –
-98
438
– –
-125
439
– –
-5
440
– –
-4
441
– –
-12
442
– –
-19
443
– –
-96
444
– –
-320
445
– –
-1,445
446
– –
-20
447
– –
-27
448
– –
-300
449
– –
-35
450
– –
-1,200
15 16 17
18
19