TCA
Trifecta Capital Advisors Portfolio holdings
AUM
$601M
1-Year Return
22.27%
This Quarter Return
+4.89%
1 Year Return
+22.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$478M
AUM Growth
+$26.1M
(+5.8%)
Cap. Flow
+$7.38M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
47.82%
Holding
422
New
4
Increased
62
Reduced
43
Closed
12
Top Buys
| 1 |
Palantir
PLTR
|
$1.02M |
| 2 |
Amazon
AMZN
|
$610K |
| 3 |
Meta Platforms (Facebook)
META
|
$512K |
| 4 |
Invesco QQQ Trust
QQQ
|
$500K |
| 5 |
Microsoft
MSFT
|
$482K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$554K |
| 2 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$122K |
| 3 |
Morgan Stanley
MS
|
$110K |
| 4 |
Walt Disney
DIS
|
$109K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$109K |
Sector Composition
| 1 | Technology | 27.34% |
| 2 | Healthcare | 13.3% |
| 3 | Consumer Discretionary | 7.8% |
| 4 | Financials | 6.52% |
| 5 | Communication Services | 6.48% |
