TCM
Triumph Capital Management Portfolio holdings
AUM
$333M
1-Year Return
12.56%
This Quarter Return
+4.82%
1 Year Return
+12.56%
3 Year Return
+32.42%
5 Year Return
–
10 Year Return
–
AUM
$281M
AUM Growth
+$24.6M
(+9.6%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
4.62%
Top 10 Holdings %
Top 10 Hldgs %
28.56%
Holding
312
New
72
Increased
106
Reduced
82
Closed
47
Top Buys
| 1 |
Advanced Micro Devices
AMD
|
$2.72M |
| 2 |
ECC
Eagle Point Credit Co
ECC
|
$1.45M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.45M |
| 4 |
Microsoft
MSFT
|
$1.37M |
| 5 |
First Trust Small Cap Core AlphaDEX Fund
FYX
|
$1.34M |
Top Sells
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
$3.02M |
| 2 |
Tesla
TSLA
|
$1.58M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$1.53M |
| 4 |
Gilead Sciences
GILD
|
$1.43M |
| 5 |
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% |
