TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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