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
$1.09B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$94.4M
2 +$78.4M
3 +$62.9M
4
NVDA icon
NVIDIA
NVDA
+$47.9M
5
AMD icon
Advanced Micro Devices
AMD
+$39M

Top Sells

1 +$124M
2 +$67.9M
3 +$63.1M
4
MDB icon
MongoDB
MDB
+$33M
5
DDOG icon
Datadog
DDOG
+$31.7M

Sector Composition

1 Technology 67.56%
2 Consumer Discretionary 31.3%
3 Healthcare 0.02%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-20,000