TCA
Trifecta Capital Advisors Portfolio holdings
AUM
$601M
1-Year Est. Return
22.27%
1 Year Est. Return
+22.27%
AUM
$601M
AUM Growth
+$124M
(+26%)
Holding
511
Top Buys
| 1 | +$9.24M | |
| 2 | +$7.29M | |
| 3 | +$4.84M | |
| 4 |
Spotify
SPOT
|
+$4.09M |
| 5 |
NVIDIA
NVDA
|
+$3.63M |
Top Sells
| 1 | +$7.91M | |
| 2 | +$3.2M | |
| 3 | +$671K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$656K |
| 5 |
DFS
Discover Financial Services
DFS
|
+$195K |
Sector Composition
| 1 | Technology | 30.61% |
| 2 | Healthcare | 10.34% |
| 3 | Financials | 8.65% |
| 4 | Consumer Discretionary | 7.76% |
| 5 | Communication Services | 7.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Super Micro Computer
SMCI
$31B
| – | – |
-28
|
|
||
502
Synopsys
SNPS
$83.1B
| – | – |
-3
|
|
||
503
Stanley Black & Decker
SWK
$10.5B
| – | – |
-12
|
|
||
504
Skyworks Solutions
SWKS
$11.2B
| – | – |
-12
|
|
||
505
Teradyne
TER
$22B
| – | – |
-13
|
|
||
506
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
-500
|
|
||
507
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
| – | – |
-850
|
|
||
508
Vistra
VST
$68.2B
| – | – |
-15
|
|
||
509
Viatris
VTRS
$11.9B
| – | – |
-86
|
|
||
510
Western Digital
WDC
$43.3B
| – | – |
-20
|
|
||
|
SNDK
511
Sandisk
SNDK
$20.5B
| – | – |
-6
|
|