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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
$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
301
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302
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-16,183
303
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-865
304
– –
-1,141
305
– –
-23,912
306
– –
-2,808
307
– –
-39,960
308
– –
-6,564
309
– –
-207,757
310
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-26,254
311
– –
-5,369
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