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
$1.29B
AUM Growth
+$462M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$278M
2 +$225M
3 +$154M
4
MSFT icon
Microsoft
MSFT
+$128M
5
CRM icon
Salesforce
CRM
+$48.9M

Top Sells

1 +$199M
2 +$163M
3 +$68.9M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$40M
5
AMD icon
Advanced Micro Devices
AMD
+$34.3M

Sector Composition

1 Technology 51.27%
2 Consumer Discretionary 26.57%
3 Communication Services 22.16%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-8,440
27
-10,000
28
-10,000