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
176
$22.2K 0.01%
59
+49
177
$22K 0.01%
160
178
$20.8K 0.01%
300
179
$20.8K 0.01%
500
180
$18.9K 0.01%
200
181
$18.6K 0.01%
1,700
182
$18.1K 0.01%
396
183
$17.9K 0.01%
245
184
$17.8K 0.01%
+530
185
$17.6K 0.01%
225
+180
186
$17.2K 0.01%
153
+95
187
$16.7K 0.01%
125
188
$16.5K 0.01%
34
+25
189
$16.3K 0.01%
105
190
$16.3K 0.01%
850
191
$16.1K 0.01%
325
192
$15.7K 0.01%
100
193
$15.5K 0.01%
282
194
$14.7K ﹤0.01%
+25
195
$14.7K ﹤0.01%
+150
196
$14.1K ﹤0.01%
377
+276
197
$14K ﹤0.01%
100
-250
198
$13.8K ﹤0.01%
450
199
$13.4K ﹤0.01%
96
200
$13K ﹤0.01%
465
6 7
8
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