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
$2.9B
AUM Growth
+$1.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$278M
2 +$188M
3 +$164M
4
CRM icon
Salesforce
CRM
+$149M
5
ZS icon
Zscaler
ZS
+$149M

Top Sells

1 +$133M
2 +$88.8M
3 +$84.4M
4
SNOW icon
Snowflake
SNOW
+$40.5M
5
BABA icon
Alibaba
BABA
+$5.11M

Sector Composition

1 Technology 68.49%
2 Communication Services 17.84%
3 Consumer Discretionary 13.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$411K 0.01%
+1,000
27
-50,000
28
-14,800
29
-75,000