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
$300M
AUM Growth
+$8.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$2.66M
3
+$2.52M
4
NJUL icon
Innovator Growth-100 Power Buffer ETF July
NJUL
+$2.04M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.94M

Top Sells

1
+$5.78M
2
+$2.03M
3
+$1.79M
4
ZALT icon
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
+$1.19M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.18M

Sector Composition

1 Technology 9.51%
2 Financials 8.2%
3 Consumer Discretionary 3.37%
4 Healthcare 2.02%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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