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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.65M
3
+$2.5M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$1.95M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.18M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.13M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$220K 0.07%
6,000
252
$220K 0.07%
9,800
-1,500
253
$219K 0.07%
1,494
-264
254
$219K 0.07%
8,636
-1,647
255
$216K 0.07%
+9,838
256
$213K 0.07%
+1,019
257
$213K 0.07%
+1,056
258
$212K 0.07%
+1,093
259
$211K 0.07%
23,339
+2,085
260
$211K 0.07%
+2,069
261
$210K 0.07%
1,268
+109
262
$207K 0.07%
8,214
+540
263
$204K 0.07%
16,000
-268
264
$201K 0.07%
+1,500
265
$200K 0.07%
4,597
+105
266
$192K 0.06%
+10,163
267
$147K 0.05%
10,172
+153
268
$145K 0.05%
13,013
269
$109K 0.04%
19,904
+202
270
$107K 0.04%
37,450
-1,075
271
$98.8K 0.03%
11,771
-4,420
272
$70.3K 0.02%
+12,650
273
$54.9K 0.02%
14,144
+2,155
274
$42.8K 0.01%
11,924
-2,294
275
$37.7K 0.01%
21,440
9 10
11
12 13