TCM

Triumph Capital Management Portfolio holdings

AUM $409M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
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
+$3.16M
2
+$1.79M
3
+$1.73M
4
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$1.01M
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$969K

Top Sells

1
+$4.86M
2
+$3.15M
3
+$1.19M
4
APO icon
Apollo Global Management
APO
+$892K
5
BCSF icon
Bain Capital Specialty
BCSF
+$847K

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
in Stake 		Capital Flow
301
– –
-11,031
302
– –
-10,143
303
– –
-11,822
304
– –
-7,588
305
– –
-7,688
9 10 11 12
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