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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
301
$204K 0.06%
3,694
-1,716
302
$204K 0.06%
+3,157
303
$201K 0.05%
7,728
-1,554
304
$201K 0.05%
+7,968
305
$201K 0.05%
+3,170
306
$201K 0.05%
+1,601
307
$168K 0.05%
15,500
-500
308
$166K 0.04%
26,804
-4,030
309
$161K 0.04%
19,145
+91
310
$137K 0.04%
14,419
-200
311
$126K 0.03%
11,827
-78,515
312
$66.8K 0.02%
12,300
-350
313
$62.5K 0.02%
5,248
+633
314
$45.2K 0.01%
21,440
315
$2.13K ﹤0.01%
+27,292
316
– –
-14,270
317
– –
-1,357
318
– –
-1,530
319
– –
-29,244
320
– –
-5,375
321
– –
-46,550
322
– –
-34,156
323
– –
-14,751
324
– –
-7,922
325
– –
-1,588
10 11 12
13
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