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
$852M
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$63.2M
3
+$33M
4
DDOG icon
Datadog
DDOG
+$30.2M
5
SE icon
Sea Limited
SE
+$28.4M

Top Sells

1
+$88.3M
2
+$74.9M
3
+$56.5M
4
COUP
Coupa Software Incorporated
COUP
+$55.8M
5
XYZ
Block Inc
XYZ
+$54.9M

Sector Composition

1 Technology 74.37%
2 Consumer Discretionary 25.25%
3 Communication Services 0.18%
4 Financials 0%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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