TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
-2.01%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$300M
AUM Growth
+$8.03M
(+2.7%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
28.21%
Holding
304
New
31
Increased
152
Reduced
83
Closed
28
Top Buys
Top Sells
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
+$5.78M |
| 2 |
Palantir
PLTR
|
+$2.03M |
| 3 |
Innovator US Equity Ultra Buffer ETF April
UAPR
|
+$1.79M |
| 4 |
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
|
+$1.18M |
| 5 |
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% |
