TCM

Triumph Capital Management Portfolio holdings

AUM $463M
1-Year Est. Return 12.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.27M
3
+$2.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.24M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.05M

Top Sells

1
+$4.99M
2
+$4.26M
3
+$4.12M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.71%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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229
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-38,138
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-30,000
234
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-15,000
235
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-8,627
6 7 8 9
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