TA
Trivest Advisors Portfolio holdings
AUM
$2.57B
1-Year Est. Return
122.49%
1 Year Est. Return
+122.49%
AUM
$1.18B
AUM Growth
-$1.02B
(-46%)
Holding
54
Top Buys
| 1 | +$295M | |
| 2 | +$103M | |
| 3 | +$98.7M | |
| 4 |
Micron Technology
MU
|
+$80.1M |
| 5 |
Amer Sports
AS
|
+$18.3M |
Top Sells
| 1 | +$154M | |
| 2 | +$125M | |
| 3 | +$114M | |
| 4 |
Airbnb
ABNB
|
+$112M |
| 5 |
Constellation Energy
CEG
|
+$84.8M |
Sector Composition
| 1 | Consumer Discretionary | 64.82% |
| 2 | Communication Services | 14.81% |
| 3 | Technology | 9.65% |
| 4 | Financials | 8.37% |
| 5 | Industrials | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.47T
| – | – |
-283,500
|
|
||
52
Vistra
VST
$63.2B
| – | – |
-112,000
|
|
||
53
Zoom
ZM
$25B
| – | – |
-168,000
|
|
||
54
Zscaler
ZS
$49.1B
| – | – |
-250,000
|
|