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TCM

Triumph Capital Management Portfolio holdings

AUM $491M
1-Year Est. Return 12.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$285K 0.08%
+1,154
252
$285K 0.08%
+9,928
253
$284K 0.08%
10,171
+454
254
$283K 0.08%
9,657
-371
255
$282K 0.08%
4,152
+768
256
$279K 0.08%
19,575
-3,774
257
$278K 0.08%
5,519
-626
258
$278K 0.07%
17,050
259
$274K 0.07%
4,766
+399
260
$274K 0.07%
10,947
-4,955
261
$273K 0.07%
+400
262
$273K 0.07%
773
+142
263
$270K 0.07%
40,888
-35,359
264
$268K 0.07%
+3,257
265
$265K 0.07%
2,799
+232
266
$262K 0.07%
2,085
+107
267
$262K 0.07%
465
-378
268
$261K 0.07%
8,928
-1,286
269
$259K 0.07%
+1,826
270
$258K 0.07%
990
-1,153
271
$256K 0.07%
14,211
-6,954
272
$252K 0.07%
17,432
273
$249K 0.07%
4,914
274
$246K 0.07%
3,810
-40
275
$246K 0.07%
8,588
9 10
11
12 13