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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
$292M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.79M
3
+$1.73M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.05M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$977K

Top Sells

1
+$4.1M
2
+$2.43M
3
+$1.22M
4
APO icon
Apollo Global Management
APO
+$855K
5
BCSF icon
Bain Capital Specialty
BCSF
+$818K

Sector Composition

1 Technology 9.43%
2 Financials 7.9%
3 Consumer Discretionary 3.55%
4 Communication Services 2.42%
5 Industrials 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
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