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
176
$24.2K 0.01%
241
+178
177
$24.1K 0.01%
+100
178
$23.7K 0.01%
+172
179
$23.7K 0.01%
332
+299
180
$23.5K 0.01%
75
181
$22.7K 0.01%
245
182
$22K ﹤0.01%
212
183
$21.8K ﹤0.01%
200
184
$21.7K ﹤0.01%
275
185
$21.3K ﹤0.01%
310
186
$21.1K ﹤0.01%
+42
187
$21K ﹤0.01%
100
188
$21K ﹤0.01%
108
-82
189
$20.8K ﹤0.01%
282
190
$20.2K ﹤0.01%
208
+190
191
$20.2K ﹤0.01%
105
192
$19.6K ﹤0.01%
165
+146
193
$19.4K ﹤0.01%
150
194
$19.2K ﹤0.01%
34
195
$18K ﹤0.01%
100
196
$18K ﹤0.01%
40
+29
197
$17.4K ﹤0.01%
1,700
198
$17.1K ﹤0.01%
217
199
$16.9K ﹤0.01%
850
200
$16.1K ﹤0.01%
81
+38
6 7
8
9 10