TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
-14.97%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
-$41.8M
(-18%)
Cap. Flow
-$3.54M
Cap. Flow
% of AUM
-1.87%
Top 10 Holdings %
Top 10 Hldgs %
35.67%
Holding
231
New
32
Increased
113
Reduced
55
Closed
27
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.15% |
| 2 | Financials | 6.61% |
| 3 | Consumer Discretionary | 3.32% |
| 4 | Communication Services | 2.31% |
| 5 | Consumer Staples | 2.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Visa
V
$681B
| – | – |
-1,249
| Closed | -$277K |
|
227
Walmart
WMT
$805B
| – | – |
-4,950
| Closed | -$246K |
|
228
Applied Materials
AMAT
$126B
| – | – |
-1,607
| Closed | -$212K |
|
229
Marsh & McLennan
MMC
$101B
| – | – |
-4,547
| Closed | -$775K |
|
230
Pacer Swan SOS Fund of Funds ETF
PSFF
$502M
| – | – |
-12,990
| Closed | -$294K |
|