TC
Trium Capital Portfolio holdings
AUM
$402M
This Quarter Return
+8.49%
1 Year Return
+42.86%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(-23%)
Cap. Flow
-$85.8M
Cap. Flow
% of AUM
-39.42%
Top 10 Holdings %
Top 10 Hldgs %
54.52%
Holding
97
New
7
Increased
25
Reduced
26
Closed
35
Top Buys
| 1 |
PRFT
Perficient Inc
PRFT
|
$13.2M |
| 2 |
SWN
Southwestern Energy Company
SWN
|
$8.89M |
| 3 |
AAN
The Aaron's Company, Inc.
AAN
|
$4.03M |
| 4 |
AUGX
Augmedix, Inc. Common Stock
AUGX
|
$2.78M |
| 5 |
KraneShares CSI China Internet ETF
KWEB
|
$2.11M |
Top Sells
Sector Composition
| 1 | Industrials | 17.45% |
| 2 | Technology | 16.67% |
| 3 | Healthcare | 9.72% |
| 4 | Financials | 8.57% |
| 5 | Consumer Discretionary | 5.24% |