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
$214M
AUM Growth
+$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$6.24M
2
+$4.72M
3
+$4.03M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$3.45M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.95M

Top Sells

1
+$1.43M
2
+$1.05M
3
+$871K
4
PYPL icon
PayPal
PYPL
+$774K
5
UPST icon
Upstart Holdings
UPST
+$773K

Sector Composition

1 Technology 6.24%
2 Consumer Discretionary 4.54%
3 Financials 3.96%
4 Communication Services 3.06%
5 Consumer Staples 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.07%
43,833
+1,129
27
$2.13M 1%
104,364
+2,476
28
$1.93M 0.91%
40,715
+1,149
29
$1.85M 0.86%
16,714
+471
30
$1.81M 0.85%
12,078
+240
31
$1.77M 0.83%
34,550
+653
32
$1.61M 0.75%
5,707
-482
33
$1.5M 0.7%
+94,271
34
$1.41M 0.66%
13,089
+1,211
35
$1.28M 0.6%
20,530
-40
36
$1.25M 0.59%
19,918
-697
37
$1.25M 0.59%
4,262
+168
38
$1.22M 0.57%
21,685
+517
39
$1.21M 0.56%
9,146
+627
40
$1.19M 0.56%
15,050
+769
41
$1.16M 0.54%
4,921
-202
42
$1.15M 0.54%
12,595
+440
43
$1.13M 0.53%
24,063
+4,991
44
$1.1M 0.51%
15,927
+248
45
$1.09M 0.51%
20,519
+1,476
46
$1.08M 0.5%
3,378
+1,648
47
$1.05M 0.49%
22,134
+409
48
$1.04M 0.49%
19,629
-4,736
49
$1.04M 0.49%
31,888
+3,547
50
$1.03M 0.48%
7,307
+545
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