We are live on ! Find out more
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
$281M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.46M
3
+$1.45M
4
MSFT icon
Microsoft
MSFT
+$1.36M
5
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$1.29M

Top Sells

1
+$2.96M
2
+$1.53M
3
+$1.38M
4
GILD icon
Gilead Sciences
GILD
+$1.3M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$1.19M

Sector Composition

1 Technology 10.58%
2 Financials 10.06%
3 Consumer Discretionary 2.89%
4 Communication Services 2.37%
5 Healthcare 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-4,086
277
– –
-9,128
278
– –
-12,066
279
– –
-1,683
280
– –
-12,679
281
– –
-6,545
282
– –
-3,402
283
– –
-5,681
284
– –
-5,203
285
– –
-32,751
286
– –
-12,767
287
– –
-1,740
288
– –
-8,953
289
– –
-2,653
290
– –
-13,348
291
– –
-30,761
292
– –
-1,151
293
– –
-10,213
294
– –
-11,779
295
– –
-6,049
296
– –
-15,255
297
– –
-11,481
298
– –
-6,079
299
– –
-5,600
300
– –
-1,547
9 10 11
12
13