TC
Trium Capital Portfolio holdings
AUM
$402M
This Quarter Return
+11.54%
1 Year Return
+42.86%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$219M
AUM Growth
–
Cap. Flow
+$219M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.44%
Holding
69
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SJI
South Jersey Industries, Inc.
SJI
|
$9.66M |
| 2 |
SJR
Shaw Communications Inc.
SJR
|
$9.29M |
| 3 |
ONEM
1Life Healthcare, Inc. Common Stock
ONEM
|
$8.67M |
| 4 |
Stryker
SYK
|
$7.53M |
| 5 |
Accenture
ACN
|
$7.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 22.13% |
| 2 | Technology | 16.47% |
| 3 | Industrials | 13.87% |
| 4 | Energy | 9.61% |
| 5 | Financials | 9.56% |
