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
$292M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$1.79M
3
+$1.73M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.01M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$969K

Top Sells

1
+$4.86M
2
+$3.15M
3
+$1.19M
4
APO icon
Apollo Global Management
APO
+$892K
5
BCSF icon
Bain Capital Specialty
BCSF
+$847K

Sector Composition

1 Technology 9.43%
2 Financials 7.9%
3 Consumer Discretionary 3.55%
4 Communication Services 2.42%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$275K 0.09%
2,065
+317
227
$273K 0.09%
10,283
+1,717
228
$268K 0.09%
+4,082
229
$267K 0.09%
+24,264
230
$259K 0.09%
283
+7
231
$258K 0.09%
17,525
232
$254K 0.09%
15,551
+353
233
$253K 0.09%
2,840
-60
234
$253K 0.09%
+8,067
235
$252K 0.09%
7,945
+340
236
$248K 0.09%
11,300
-12,000
237
$248K 0.08%
10,343
+994
238
$247K 0.08%
+584
239
$245K 0.08%
2,573
-371
240
$242K 0.08%
996
-48
241
$242K 0.08%
+10,285
242
$240K 0.08%
7,107
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243
$238K 0.08%
9,812
-9,895
244
$237K 0.08%
16,932
245
$235K 0.08%
4,469
-116
246
$234K 0.08%
2,364
+149
247
$233K 0.08%
24,366
248
$231K 0.08%
7,674
+337
249
$228K 0.08%
+4,014
250
$227K 0.08%
1,758
8 9
10
11 12