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
151
$36.6K 0.01%
216
152
$36.6K 0.01%
1,075
153
$35.3K 0.01%
51
154
$34.6K 0.01%
105
155
$33.6K 0.01%
275
156
$33.6K 0.01%
494
157
$32.9K 0.01%
300
158
$31.3K 0.01%
121
159
$30.8K 0.01%
537
+113
160
$30.6K 0.01%
108
161
$30.2K 0.01%
190
-55
162
$29.8K 0.01%
500
163
$29.7K 0.01%
80
164
$28.4K 0.01%
300
-90
165
$27.3K 0.01%
282
166
$26.6K 0.01%
1,771
-229
167
$26.6K 0.01%
381
168
$26.5K 0.01%
200
169
$26.4K 0.01%
290
170
$25.3K 0.01%
+1,200
171
$24.3K 0.01%
197
+181
172
$23.7K 0.01%
460
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173
$23.2K 0.01%
275
174
$23.2K 0.01%
310
-7,087
175
$22.3K 0.01%
84
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