TC

Trium Capital Portfolio holdings

AUM $255M
1-Year Est. Return 53%
This Quarter Est. Return
1 Year Est. Return
+53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$64.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$8.89M
3
+$4.03M
4
AUGX
Augmedix, Inc. Common Stock
AUGX
+$2.78M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.11M

Top Sells

1
+$16.7M
2
+$16.1M
3
+$13M
4
HOLI
Hollsys Automation Technologies INTERNATIONAL, LTD. COMMON (British Virgin Island)
HOLI
+$12.3M
5
NWLI
National Western Life Group, Inc. Class A
NWLI
+$8.22M

Sector Composition

1 Industrials 17.45%
2 Technology 16.67%
3 Healthcare 9.72%
4 Financials 8.57%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
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