TA
Trivest Advisors Portfolio holdings
AUM
$2.57B
This Quarter Return
+31.86%
1 Year Return
+122.49%
3 Year Return
+815.94%
5 Year Return
+3,075.04%
10 Year Return
–
AUM
$1.09B
AUM Growth
+$1.09B
(+28%)
Cap. Flow
+$60.8M
Cap. Flow
% of AUM
5.59%
Top 10 Holdings %
Top 10 Hldgs %
99.53%
Holding
26
New
9
Increased
6
Reduced
–
Closed
10
Top Buys
| 1 |
Tesla
TSLA
|
$94.4M |
| 2 |
Microsoft
MSFT
|
$78.4M |
| 3 |
Micron Technology
MU
|
$62.9M |
| 4 |
NVIDIA
NVDA
|
$47.9M |
| 5 |
Advanced Micro Devices
AMD
|
$39M |
Top Sells
| 1 |
Salesforce
CRM
|
$124M |
| 2 |
Snowflake
SNOW
|
$67.9M |
| 3 |
Sea Limited
SE
|
$63.1M |
| 4 |
MongoDB
MDB
|
$33M |
| 5 |
Datadog
DDOG
|
$31.7M |
Sector Composition
| 1 | Technology | 67.56% |
| 2 | Consumer Discretionary | 31.3% |
| 3 | Healthcare | 0.02% |
| 4 | Communication Services | 0% |