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
$171M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.8M
3
+$10M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.68M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.46%
2 Technology 5.35%
3 Consumer Discretionary 5.32%
4 Communication Services 4.34%
5 Utilities 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.76%
+20,570
27
$1.25M 0.73%
+5,123
28
$1.21M 0.71%
+4,094
29
$1.21M 0.71%
+21,168
30
$1.2M 0.7%
+19,072
31
$1.19M 0.69%
+28,341
32
$1.16M 0.67%
+8,519
33
$1.11M 0.65%
+5,229
34
$1.09M 0.64%
+12,155
35
$1.09M 0.63%
+14,281
36
$1.08M 0.63%
+31,197
37
$1.07M 0.63%
+15,679
38
$1.06M 0.62%
+26,881
39
$1.05M 0.62%
+8,220
40
$1.02M 0.6%
+19,043
41
$1.02M 0.59%
+13,891
42
$1.01M 0.59%
+6,762
43
$1M 0.59%
+7,260
44
$930K 0.54%
+21,725
45
$894K 0.52%
+3,045
46
$891K 0.52%
+4,069
47
$864K 0.5%
+3,137
48
$854K 0.5%
+43,179
49
$840K 0.49%
+18,683
50
$821K 0.48%
+38,098
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