TCM
Triumph Capital Management Portfolio holdings
AUM $300M
AUM
$300M
AUM Growth
+$8.03M (+3%)
Cap. Flow
+$35.4M
Cap. Flow % of AUM
11.8%
Top 10 Holdings %Top 10 Hldgs %
28.21%
Holding
304
New
31
Increased
152
Reduced
83
Closed
28
Top Buys
| 1 | $3.6M | |
| 2 | $2.65M | |
| 3 | $2.5M | |
| 4 | $1.95M | |
| 5 | $1.94M |
Top Sells
| 1 | $1.18M | |
| 2 | $1.13M | |
| 3 | $1.08M | |
| 4 | $870K | |
| 5 | $859K |
Sector Composition
| 1 | Technology | 9.51% |
| 2 | Financials | 8.2% |
| 3 | Consumer Discretionary | 3.37% |
| 4 | Healthcare | 2.02% |
| 5 | Communication Services | 1.93% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $266K | 0.09% | 11,933 +3,866 | +48% | +$86.3K | |||
| $264K | 0.09% | 280 -3 | -1% | -$2.83K | |||
| $264K | 0.09% | 1,579 | New | +$264K | |||
| $261K | 0.09% | 6,615 | New | +$261K | |||
| $261K | 0.09% | 9,288 | New | +$261K | |||
| $261K | 0.09% | 2,191 +143 | +7% | +$17K | |||
| $260K | 0.09% | 1,662 +118 | +8% | +$18.4K | |||
| $259K | 0.09% | 10,756 +471 | +5% | +$11.3K | |||
| $254K | 0.08% | 31,667 | – | – | |||
| $253K | 0.08% | 13,158 -1,311 | -9% | -$25.2K | |||
| $240K | 0.08% | 23,199 +7,946 | +52% | +$82.2K | |||
| $236K | 0.08% | 9,844 | New | +$236K | |||
| $235K | 0.08% | 3,931 | New | +$235K | |||
| $235K | 0.08% | 9,680 -663 | -6% | -$16.1K | |||
| $234K | 0.08% | 4,328 +314 | +8% | +$17K | |||
| $233K | 0.08% | 15,721 +504 | +3% | +$7.48K | |||
| $233K | 0.08% | 8,588 | New | +$233K | |||
| $232K | 0.08% | 24,366 | – | – | |||
| $232K | 0.08% | 1,342 | New | +$232K | |||
| $229K | 0.08% | 17,432 +500 | +3% | +$6.56K | |||
| $225K | 0.08% | 3,076 -7,147 | -70% | -$524K | |||
| $224K | 0.07% | 410 +34 | +9% | +$18.6K | |||
| $223K | 0.07% | 1,868 | – | – | |||
| $223K | 0.07% | 4,414 +213 | +5% | +$10.7K | |||
| $221K | 0.07% | 5,969 -1,138 | -16% | -$42.1K |
