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TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$335K 0.09%
+9,077
227
$333K 0.09%
8,399
+417
228
$331K 0.09%
4,137
-10
229
$329K 0.09%
1,389
+390
230
$328K 0.09%
4,072
+70
231
$328K 0.09%
7,635
+573
232
$321K 0.09%
2,276
-1,070
233
$314K 0.08%
7,740
234
$312K 0.08%
+925
235
$311K 0.08%
+9,508
236
$308K 0.08%
+11,209
237
$308K 0.08%
10,895
-4,380
238
$300K 0.08%
3,572
-754
239
$298K 0.08%
+2,125
240
$296K 0.08%
+8,280
241
$294K 0.08%
3,570
+164
242
$293K 0.08%
1,039
-3,777
243
$291K 0.08%
2,834
-48
244
$290K 0.08%
364
-53
245
$289K 0.08%
5,028
-7,751
246
$289K 0.08%
+3,348
247
$289K 0.08%
+3,414
248
$288K 0.08%
+4,056
249
$285K 0.08%
4,135
+204
250
$285K 0.08%
+9,802
8 9
10
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