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
$231M
AUM Growth
-$13K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
275
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.84M
3
+$2.67M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$2.31M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.14M

Top Sells

1
+$3.79M
2
+$2.52M
3
+$2.41M
4
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$2.35M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.25M

Sector Composition

1 Technology 6.81%
2 Financials 5.82%
3 Consumer Discretionary 3.48%
4 Communication Services 2.32%
5 Industrials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-5,573
252
– –
-3,801
253
– –
-18,596
254
– –
-2,437
255
– –
-12,431
256
– –
-1,485
257
– –
-878
258
– –
-9,856
259
– –
-4,540
260
– –
-4,980
261
– –
-2,500
262
– –
-32,000
263
– –
-4,000
264
– –
-400
265
– –
-40,350
266
– –
-11,297
267
– –
-37,293
268
– –
-13,388
269
– –
-38,754
270
– –
-40,453
271
– –
-10,384
7 8 9 10
11