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
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$242K 0.07%
8,588
252
$240K 0.07%
+9,282
253
$237K 0.07%
30,834
-833
254
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-566
255
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2,176
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256
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4,367
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257
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2,567
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258
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6,000
259
$229K 0.07%
9,717
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260
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1,588
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261
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5,302
-4,828
262
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263
$223K 0.07%
+3,144
264
$223K 0.07%
1,465
-29
265
$223K 0.07%
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266
$222K 0.07%
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269
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270
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271
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2,525
-1,324
272
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1,683
-185
273
$214K 0.06%
+5,375
274
$214K 0.06%
1,210
-132
275
$213K 0.06%
+3,850
9 10
11
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