TA

Trivest Advisors Portfolio holdings

AUM $2.57B
1-Year Est. Return 122.49%
This Quarter Est. Return
1 Year Est. Return
+122.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
+$344M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$148M
2 +$107M
3 +$96.8M
4
PDD icon
Pinduoduo
PDD
+$71.8M
5
BEKE icon
KE Holdings
BEKE
+$37.8M

Top Sells

1 +$165M
2 +$49.8M
3 +$41.4M
4
MSFT icon
Microsoft
MSFT
+$36.7M
5
TAL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-120,000