TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
+0.44%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$256M
AUM Growth
+$10.8M
(+4.4%)
Cap. Flow
+$9.99M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
30.63%
Holding
284
New
59
Increased
99
Reduced
80
Closed
44
Top Buys
| 1 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$4.07M |
| 2 |
Innovator US Equity Ultra Buffer ETF April
UAPR
|
$2.28M |
| 3 |
Arm
ARM
|
$1.67M |
| 4 |
NVIDIA
NVDA
|
$1.33M |
| 5 |
Innovative Industrial Properties
IIPR
|
$1.26M |
Top Sells
Sector Composition
| 1 | Technology | 10.02% |
| 2 | Financials | 7.6% |
| 3 | Healthcare | 3.1% |
| 4 | Consumer Discretionary | 2.42% |
| 5 | Industrials | 1.73% |
