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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$266K 0.09%
11,933
+3,866
227
$264K 0.09%
280
-3
228
$264K 0.09%
+1,579
229
$261K 0.09%
+6,615
230
$261K 0.09%
+9,288
231
$261K 0.09%
2,191
+143
232
$260K 0.09%
1,662
+118
233
$259K 0.09%
10,756
+471
234
$254K 0.08%
31,667
235
$253K 0.08%
13,158
-1,311
236
$240K 0.08%
23,199
+7,946
237
$236K 0.08%
+9,844
238
$235K 0.08%
+3,931
239
$235K 0.08%
9,680
-663
240
$234K 0.08%
4,328
+314
241
$233K 0.08%
15,721
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242
$233K 0.08%
+8,588
243
$232K 0.08%
24,366
244
$232K 0.08%
+1,342
245
$229K 0.08%
17,432
+500
246
$225K 0.08%
3,076
-7,147
247
$224K 0.07%
410
+34
248
$223K 0.07%
1,868
249
$223K 0.07%
4,414
+213
250
$221K 0.07%
5,969
-1,138
8 9
10
11 12