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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
$357K
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.49M
2
+$8.67M
3
+$5.15M
4
USX
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
+$4.39M
5
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$4.04M

Top Sells

1
+$13.1M
2
+$12M
3
+$11.1M
4
APEN
Apollo Endosurgery, Inc.
APEN
+$9.84M
5
TA
TravelCenters of America LLC
TA
+$6.72M

Sector Composition

1 Healthcare 10.16%
2 Industrials 9.09%
3 Technology 7.86%
4 Financials 7.5%
5 Materials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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93
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