TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$261K 0.09%
+6,576
227
$260K 0.09%
+12,685
228
$256K 0.09%
4,689
+199
229
$254K 0.09%
+13,992
230
$252K 0.09%
18,768
-700
231
$250K 0.09%
+9,349
232
$250K 0.09%
+7,605
233
$249K 0.09%
2,124
-87
234
$248K 0.09%
8,566
-37,402
235
$246K 0.09%
15,198
+267
236
$245K 0.09%
6,662
+5
237
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276
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238
$240K 0.09%
1,758
-8,609
239
$239K 0.09%
24,366
240
$237K 0.08%
1,130
+7
241
$236K 0.08%
16,932
242
$233K 0.08%
+2,215
243
$231K 0.08%
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244
$226K 0.08%
16,733
-45,414
245
$221K 0.08%
1,044
+60
246
$220K 0.08%
6,117
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247
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12,966
-7,539
248
$219K 0.08%
1,568
-9,772
249
$213K 0.08%
6,000
250
$206K 0.07%
+353
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10
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