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
$333M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
316
New
Increased
Reduced
Closed

Top Buys

1
+$2.41M
2
+$2.31M
3
+$2.24M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$2.06M
5
NJAN icon
Innovator Growth-100 Power Buffer ETF January
NJAN
+$1.95M

Top Sells

1
+$2.65M
2
+$2.5M
3
+$1.95M
4
SMTH icon
ALPS Smith Core Plus Bond ETF
SMTH
+$1.22M
5
CELH icon
Celsius Holdings
CELH
+$1.1M

Sector Composition

1 Technology 10.38%
2 Financials 7.23%
3 Consumer Discretionary 4.17%
4 Healthcare 2.61%
5 Communication Services 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$209K 0.06%
1,056
277
$203K 0.06%
+5,141
278
$202K 0.06%
+1,530
279
$171K 0.05%
16,000
280
$153K 0.05%
19,054
-4,285
281
$140K 0.04%
14,619
-8,580
282
$63.9K 0.02%
12,650
283
$54.8K 0.02%
4,615
-100
284
$44.2K 0.01%
14,270
-23,180
285
$42K 0.01%
21,440
286
$40.1K 0.01%
14,675
-7,000
287
– –
-19,904
288
– –
-92,952
289
– –
-9,800
290
– –
-1,019
291
– –
-6,300
292
– –
-26,738
293
– –
-11,924
294
– –
-1,500
295
– –
-2,324
296
– –
-15,721
297
– –
-10,172
298
– –
-13,158
299
– –
-6,988
300
– –
-18,862
9 10 11
12
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