We are live on ! Find out more
TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.84M
3
+$2.67M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.14M

Top Sells

1
+$3.79M
2
+$2.52M
3
+$2.41M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.35M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.25M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-7,991
227
– –
-23,102
228
– –
-117,441
229
– –
-9,833
230
– –
-4,234
231
– –
-5,112
232
– –
-6,965
233
– –
-7,050
234
– –
-11,210
235
– –
-20,469
236
– –
-8,457
237
– –
-10,886
238
– –
-14,375
239
– –
-1,302
240
– –
-37,450
241
– –
-20,384
242
– –
-13,234
243
– –
-37,566
244
– –
-5,748
245
– –
-9,400
246
– –
-13,388
247
– –
-4,000
248
– –
-400
249
– –
-40,350
250
– –
-11,297
7 8 9
10
11