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
201
$16.1K ﹤0.01%
213
+192
202
$14.8K ﹤0.01%
5
203
$14.5K ﹤0.01%
103
204
$14.5K ﹤0.01%
134
205
$14K ﹤0.01%
500
206
$13.7K ﹤0.01%
69
-6,106
207
$13.6K ﹤0.01%
319
+291
208
$12.8K ﹤0.01%
193
209
$12.3K ﹤0.01%
450
210
$11.6K ﹤0.01%
63
211
$11.5K ﹤0.01%
31
212
$11.1K ﹤0.01%
278
-3,230
213
$10.9K ﹤0.01%
465
214
$10.6K ﹤0.01%
270
-62,732
215
$10.1K ﹤0.01%
200
216
$10K ﹤0.01%
+71
217
$10K ﹤0.01%
+40
218
$9.8K ﹤0.01%
132
219
$9.69K ﹤0.01%
56
220
$9.32K ﹤0.01%
475
221
$9.26K ﹤0.01%
375
222
$9.03K ﹤0.01%
152
223
$8.67K ﹤0.01%
16
224
$8.55K ﹤0.01%
107
225
$8.22K ﹤0.01%
100
7 8
9
10 11