TC

Trium Capital Portfolio holdings

AUM $138M
1-Year Est. Return 84.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+84.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$29.1M
3
+$10.4M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$9.58M
5
EWW icon
iShares MSCI Mexico ETF
EWW
+$9.19M

Top Sells

1
+$71.7M
2
+$37M
3
+$30.8M
4
AGS
PlayAGS
AGS
+$23.3M
5
ANSS
Ansys
ANSS
+$14.6M

Sector Composition

1 Financials 15.48%
2 Healthcare 11.37%
3 Industrials 9.09%
4 Consumer Staples 8.55%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
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