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
201
$12.7K ﹤0.01%
475
202
$12.7K ﹤0.01%
5
203
$12.6K ﹤0.01%
63
204
$12.4K ﹤0.01%
86
+42
205
$12.3K ﹤0.01%
134
206
$12.2K ﹤0.01%
93
207
$12K ﹤0.01%
124
208
$11.6K ﹤0.01%
75
209
$11.5K ﹤0.01%
480
-300
210
$10.5K ﹤0.01%
+98
211
$10.3K ﹤0.01%
193
+172
212
$9.98K ﹤0.01%
349
-33
213
$9.92K ﹤0.01%
268
+232
214
$9.34K ﹤0.01%
+325
215
$9.18K ﹤0.01%
130
216
$9.09K ﹤0.01%
131
217
$8.62K ﹤0.01%
100
218
$8.28K ﹤0.01%
59
219
$8.13K ﹤0.01%
107
+57
220
$8.12K ﹤0.01%
200
221
$8.06K ﹤0.01%
375
+75
222
$7.79K ﹤0.01%
+20
223
$7.46K ﹤0.01%
+239
224
$7.35K ﹤0.01%
+68
225
$7.28K ﹤0.01%
300
7 8
9
10 11