TA
Trivest Advisors Portfolio holdings
AUM
$2.57B
This Quarter Return
+54.08%
1 Year Return
+122.49%
3 Year Return
+815.94%
5 Year Return
+3,075.04%
10 Year Return
–
AUM
$996M
AUM Growth
+$996M
(+53%)
Cap. Flow
+$206M
Cap. Flow
% of AUM
20.64%
Top 10 Holdings %
Top 10 Hldgs %
96.79%
Holding
26
New
17
Increased
2
Reduced
4
Closed
3
Top Buys
| 1 |
New Oriental
EDU
|
$148M |
| 2 |
NXP Semiconductors
NXPI
|
$107M |
| 3 |
Tesla
TSLA
|
$96.8M |
| 4 |
Pinduoduo
PDD
|
$71.8M |
| 5 |
KE Holdings
BEKE
|
$37.8M |
Top Sells
| 1 |
Alibaba
BABA
|
$165M |
| 2 |
JD.com
JD
|
$49.8M |
| 3 |
NVIDIA
NVDA
|
$41.4M |
| 4 |
Microsoft
MSFT
|
$36.7M |
| 5 |
TAL Education Group
TAL
|
$24.3M |
Sector Composition
| 1 | Consumer Discretionary | 56.47% |
| 2 | Technology | 21.44% |
| 3 | Consumer Staples | 14.88% |
| 4 | Real Estate | 3.8% |
| 5 | Industrials | 3.33% |