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
$231M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.09M
3
+$1.93M
4
SE icon
Sea Limited
SE
+$1.82M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.45M

Top Sells

1
+$2.68M
2
+$2.44M
3
+$2.28M
4
HYLS icon
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
+$2.2M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.17M

Sector Composition

1 Technology 6.38%
2 Financials 5.61%
3 Consumer Discretionary 4.99%
4 Communication Services 2.32%
5 Consumer Staples 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.18M 0.94%
15,445
-8,323
27
$2.17M 0.94%
13,336
+1,258
28
$2.1M 0.91%
48,916
+33,598
29
$2.09M 0.9%
+6,949
30
$2.04M 0.88%
129,316
+35,045
31
$1.66M 0.72%
17,094
+4,499
32
$1.57M 0.68%
84,294
-20,070
33
$1.52M 0.66%
8,564
+1,257
34
$1.47M 0.64%
49,990
+38,220
35
$1.45M 0.63%
3,329
+959
36
$1.42M 0.61%
26,482
-8,068
37
$1.41M 0.61%
9,652
+506
38
$1.39M 0.6%
20,469
-61
39
$1.38M 0.6%
14,604
-2,110
40
$1.3M 0.56%
28,429
+6,295
41
$1.27M 0.55%
18,768
-1,150
42
$1.27M 0.55%
13,388
+299
43
$1.26M 0.55%
21,590
+1,071
44
$1.22M 0.53%
25,580
-45,928
45
$1.22M 0.53%
14,375
-675
46
$1.22M 0.53%
5,393
+472
47
$1.19M 0.51%
57,119
+4,894
48
$1.19M 0.51%
8,089
+716
49
$1.18M 0.51%
7,060
+840
50
$1.11M 0.48%
4,986
+1,254
1
2
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