TCA
Trifecta Capital Advisors Portfolio holdings
AUM
$658M
1-Year Est. Return
27.61%
1 Year Est. Return
+27.61%
AUM
$658M
AUM Growth
+$56.9M
(+9.5%)
Holding
498
Top Buys
| 1 | +$5.03M | |
| 2 | +$4.29M | |
| 3 | +$3.36M | |
| 4 |
NVIDIA
NVDA
|
+$1.2M |
| 5 |
Strategy Inc
MSTR
|
+$857K |
Top Sells
| 1 | +$3.34M | |
| 2 | +$2.96M | |
| 3 | +$2.35M | |
| 4 |
Palantir
PLTR
|
+$1.88M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$831K |
Sector Composition
| 1 | Technology | 32% |
| 2 | Financials | 9.28% |
| 3 | Healthcare | 9.21% |
| 4 | Communication Services | 7.8% |
| 5 | Consumer Discretionary | 7.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
476
Copart
CPRT
$37.4B
| – | – |
-34
|
|
||
477
Crocs
CROX
$4.67B
| – | – |
-8
|
|
||
478
CoStar Group
CSGP
$28.9B
| – | – |
-12
|
|
||
479
Coterra Energy
CTRA
$20B
| – | – |
-86
|
|
||
480
Cognizant
CTSH
$40.5B
| – | – |
-4
|
|
||
481
DuPont de Nemours
DD
$17.1B
| – | – |
-31
|
|
||
482
DraftKings
DKNG
$17.7B
| – | – |
-19
|
|
||
483
Doximity
DOCS
$8.26B
| – | – |
-60
|
|
||
484
DocuSign
DOCU
$14.2B
| – | – |
-28
|
|
||
485
Darden Restaurants
DRI
$21.2B
| – | – |
-4
|
|
||
486
Equifax
EFX
$27B
| – | – |
-10
|
|
||
487
EastGroup Properties
EGP
$9.74B
| – | – |
-6
|
|
||
488
e.l.f. Beauty
ELF
$4.55B
| – | – |
-18
|
|
||
489
Equity Lifestyle Properties
ELS
$12B
| – | – |
-15
|
|
||
490
Entegris
ENTG
$14B
| – | – |
-7
|
|
||
491
Equitable Holdings
EQH
$13.8B
| – | – |
-18
|
|
||
492
Equity Residential
EQR
$23.2B
| – | – |
-12
|
|
||
493
East-West Bancorp
EWBC
$15.6B
| – | – |
-16
|
|
||
494
iShares MSCI Japan ETF
EWJ
$15.9B
| – | – |
-97
|
|
||
495
Comfort Systems
FIX
$34.1B
| – | – |
-1
|
|
||
496
Cloudflare
NET
$70.9B
| – | – |
-2
|
|
||
497
Corpay
CPAY
$22.1B
| – | – |
-3
|
|
||
|
TEM
498
Tempus AI
TEM
$12.6B
| – | – |
-2,000
|
|