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
151
$43.4K 0.01%
314
152
$43.2K 0.01%
181
+166
153
$42.7K 0.01%
187
+158
154
$41.3K 0.01%
1,310
155
$40.8K 0.01%
3,535
156
$38.8K 0.01%
59
+35
157
$38.1K 0.01%
+66
158
$37.7K 0.01%
275
159
$37.7K 0.01%
500
-825
160
$37.6K 0.01%
290
161
$37.2K 0.01%
144
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162
$36.1K 0.01%
316
163
$34.6K 0.01%
282
164
$32.3K 0.01%
300
165
$30.5K 0.01%
80
166
$30.4K 0.01%
223
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167
$29.6K 0.01%
197
168
$27.7K 0.01%
300
169
$27.5K 0.01%
381
170
$25.6K 0.01%
25
171
$25.3K 0.01%
167
172
$25.2K 0.01%
84
173
$24.9K 0.01%
+145
174
$24.4K 0.01%
460
175
$24.3K 0.01%
63
+54
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8 9