TCA

Trifecta Capital Advisors Portfolio holdings

AUM $658M
1-Year Est. Return 27.61%
This Quarter Est. Return
1 Year Est. Return
+27.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$249K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.14M
3
+$650K
4
CAT icon
Caterpillar
CAT
+$570K
5
NVDA icon
NVIDIA
NVDA
+$522K

Top Sells

1
+$1.25M
2
+$531K
3
+$522K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$277K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$242K

Sector Composition

1 Technology 23.46%
2 Healthcare 13.21%
3 Consumer Discretionary 8.89%
4 Financials 8.54%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$60.8K 0.02%
372
-175
127
$60.4K 0.02%
1,000
128
$58.7K 0.02%
1,075
+275
129
$58.1K 0.02%
380
130
$57.7K 0.02%
843
131
$57.5K 0.02%
500
132
$56.2K 0.02%
3,700
133
$56K 0.02%
68
-10
134
$55.5K 0.02%
610
+210
135
$55.3K 0.02%
225
136
$55K 0.02%
289
+150
137
$52.5K 0.02%
542
-6
138
$48.4K 0.02%
2,500
139
$47.1K 0.02%
1,152
140
$46.2K 0.01%
1,034
+34
141
$43.9K 0.01%
+1,445
142
$43.4K 0.01%
1,150
-550
143
$41.3K 0.01%
344
-100
144
$41.3K 0.01%
497
145
$41.2K 0.01%
896
146
$39.9K 0.01%
510
147
$39.8K 0.01%
200
148
$37.9K 0.01%
314
149
$37.9K 0.01%
316
150
$36.7K 0.01%
242
4 5
6
7 8