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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
$371M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$4.45M
3
+$3.83M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.32M
5
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$1.85M

Top Sells

1
+$3.38M
2
+$2.68M
3
+$2.32M
4
OXLC
Oxford Lane Capital
OXLC
+$1.86M
5
CRWD icon
CrowdStrike
CRWD
+$1.3M

Sector Composition

1 Technology 9.91%
2 Financials 6.92%
3 Consumer Discretionary 3.9%
4 Healthcare 2.41%
5 Communication Services 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$243K 0.07%
1,565
+100
277
$243K 0.07%
1,124
+31
278
$238K 0.06%
+4,618
279
$235K 0.06%
6,000
280
$235K 0.06%
1,056
281
$232K 0.06%
2,054
-122
282
$230K 0.06%
766
-106
283
$229K 0.06%
8,976
-9,126
284
$228K 0.06%
+3,628
285
$225K 0.06%
463
-223
286
$223K 0.06%
7,052
-194
287
$220K 0.06%
3,983
-227
288
$219K 0.06%
3,139
-5
289
$217K 0.06%
+4,846
290
$217K 0.06%
+9,462
291
$215K 0.06%
13,220
-3,796
292
$215K 0.06%
+9,949
293
$215K 0.06%
2,732
+207
294
$214K 0.06%
2,134
-6,204
295
$213K 0.06%
24,366
296
$213K 0.06%
5,042
-3,708
297
$210K 0.06%
+5,927
298
$207K 0.06%
4,934
-207
299
$206K 0.06%
+4,329
300
$205K 0.06%
+991
10 11
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