TCA
Trifecta Capital Advisors Portfolio holdings
AUM
$601M
1-Year Return
22.27%
This Quarter Return
-1.64%
1 Year Return
+22.27%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$311M
AUM Growth
+$249K
(+0.08%)
Cap. Flow
+$7.35M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
48.45%
Holding
440
New
22
Increased
82
Reduced
49
Closed
17
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.23M |
| 2 |
Advanced Micro Devices
AMD
|
$1.14M |
| 3 |
Chevron
CVX
|
$650K |
| 4 |
Caterpillar
CAT
|
$570K |
| 5 |
NVIDIA
NVDA
|
$522K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$1.25M |
| 2 |
Gilead Sciences
GILD
|
$531K |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$522K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$277K |
| 5 |
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% |
