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
$245M
AUM Growth
+$9.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$2.14M
3
+$1.9M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.7M
5
MOMO
Hello Group
MOMO
+$1.49M

Top Sells

1
+$3.67M
2
+$3.02M
3
+$2.43M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.42M
5
FTSM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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