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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.45M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.34M

Top Sells

1
+$3.02M
2
+$1.58M
3
+$1.53M
4
GILD icon
Gilead Sciences
GILD
+$1.43M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.37M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$206K 0.07%
1,868
-525
252
$206K 0.07%
+2,900
253
$203K 0.07%
+1,500
254
$202K 0.07%
+7,588
255
$191K 0.07%
10,603
-34,976
256
$185K 0.07%
15,518
-3
257
$153K 0.05%
15,774
+448
258
$149K 0.05%
12,373
-223
259
$136K 0.05%
11,031
-55,174
260
$120K 0.04%
18,067
-85,874
261
$99.4K 0.04%
18,368
-8,143
262
$92.5K 0.03%
+10,320
263
$63K 0.02%
+13,845
264
$44.2K 0.02%
21,440
265
– –
-1,547
266
– –
-28,094
267
– –
-8,889
268
– –
-26,198
269
– –
-695
270
– –
-10,699
271
– –
-3,160
272
– –
-1,022
273
– –
-1,150
274
– –
-1,952
275
– –
-4,263
9 10
11
12 13