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
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$294K 0.09%
17,016
+1,388
227
$293K 0.09%
10,214
+926
228
$290K 0.09%
+5,825
229
$289K 0.09%
+7,062
230
$289K 0.09%
7,982
-680
231
$288K 0.09%
26,725
+1,512
232
$279K 0.08%
5,410
-182
233
$278K 0.08%
686
-133
234
$278K 0.08%
2,882
-699
235
$274K 0.08%
+3,406
236
$274K 0.08%
872
-3,660
237
$273K 0.08%
4,002
238
$272K 0.08%
999
-2,698
239
$272K 0.08%
+974
240
$271K 0.08%
17,050
241
$271K 0.08%
+3,931
242
$271K 0.08%
2,176
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243
$266K 0.08%
6,763
-3,142
244
$265K 0.08%
3,943
-1,248
245
$260K 0.08%
34,156
-1,261
246
$259K 0.08%
+740
247
$245K 0.07%
4,914
+500
248
$244K 0.07%
+631
249
$242K 0.07%
3,434
-631
250
$242K 0.07%
17,432
8 9
10
11 12