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
$452M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$2.69M
3
+$2.39M
4
PLTR icon
Palantir
PLTR
+$2.1M
5
AMZN icon
Amazon
AMZN
+$1.12M

Top Sells

1
+$2.46M
2
+$2.43M
3
+$2.42M
4
LULU icon
lululemon athletica
LULU
+$1.48M
5
ITW icon
Illinois Tool Works
ITW
+$1.41M

Sector Composition

1 Technology 27.55%
2 Healthcare 13.35%
3 Consumer Discretionary 7.7%
4 Communication Services 7.12%
5 Financials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68.7K 0.02%
1,276
127
$63.6K 0.01%
500
128
$63.3K 0.01%
+459
129
$62.8K 0.01%
930
130
$55K 0.01%
178
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131
$54.4K 0.01%
124
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132
$54K 0.01%
231
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133
$53.1K 0.01%
3,700
134
$52.9K 0.01%
120
135
$52.8K 0.01%
800
136
$52.5K 0.01%
181
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137
$51.8K 0.01%
314
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138
$51.6K 0.01%
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139
$51.3K 0.01%
380
140
$50.9K 0.01%
2,688
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141
$50.6K 0.01%
+100
142
$49.8K 0.01%
510
143
$49.3K 0.01%
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144
$49K 0.01%
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145
$48.2K 0.01%
+1,200
146
$46.6K 0.01%
497
147
$46K 0.01%
51
148
$44.9K 0.01%
+143
149
$44.9K 0.01%
105
150
$43.6K 0.01%
11
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7 8