TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
+5.2%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$245M
AUM Growth
+$9.69M
(+4.1%)
Cap. Flow
+$2.15M
Cap. Flow
% of AUM
0.88%
Top 10 Holdings %
Top 10 Hldgs %
32.85%
Holding
270
New
55
Increased
70
Reduced
90
Closed
45
Top Buys
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$3.68M |
| 2 |
Innovator US Equity Ultra Buffer ETF August
UAUG
|
$3.11M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.55M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$2.43M |
| 5 |
First Trust Enhanced Short Maturity ETF
FTSM
|
$1.77M |
Sector Composition
| 1 | Technology | 7.62% |
| 2 | Financials | 5.58% |
| 3 | Consumer Staples | 2.2% |
| 4 | Communication Services | 2.13% |
| 5 | Energy | 2.01% |
