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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$2.22M
3
+$1.95M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.54M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.4M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.88M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-19,214
227
– –
-11,140
228
– –
-127,692
229
– –
-5,408
230
– –
-1,262
231
– –
-24,670
232
– –
-18,391
233
– –
-17,000
234
– –
-1,763
235
– –
-21,895
236
– –
-6,950
237
– –
-49,425
238
– –
-17,511
239
– –
-12,015
240
– –
-2,606
241
– –
-11,907
242
– –
-50,348
243
– –
-5,315
244
– –
-27,598
245
– –
-4,741
246
– –
-15,372
247
– –
-1,555
248
– –
-4,155
249
– –
-6,801
250
– –
-1,553
7 8 9
10
11