TCA
Trifecta Capital Advisors Portfolio holdings
AUM
$676M
1-Year Est. Return
26.33%
This Fund
S&P 500
1 Year Est. Return
+26.33%
AUM
$676M
AUM Growth
+$18.1M
(+2.7%)
Holding
455
Top Buys
| 1 | +$803K | |
| 2 | +$761K | |
| 3 | +$720K | |
| 4 |
CrowdStrike
CRWD
|
+$602K |
| 5 |
NVA
Nova Minerals Ltd
NVA
|
+$548K |
Top Sells
| 1 | +$2.06M | |
| 2 | +$1.74M | |
| 3 | +$652K | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$598K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$449K |
Sector Composition
| 1 | Technology | 30.86% |
| 2 | Healthcare | 10.99% |
| 3 | Financials | 9.25% |
| 4 | Communication Services | 7.47% |
| 5 | Consumer Discretionary | 7.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Southwest Airlines
LUV
$18.2B
| – | – |
-29
|
|
||
452
Lamb Weston
LW
$5.95B
| – | – |
-18
|
|
||
453
Mid-America Apartment Communities
MAA
$15.2B
| – | – |
-13
|
|
||
454
Masco
MAS
$15B
| – | – |
-43
|
|
||
455
Northern Trust
NTRS
$30.9B
| – | – |
-9
|
|