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
$189M
AUM Growth
-$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.71M
3
+$3.65M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.74M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$1.42M

Top Sells

1
+$4.6M
2
+$2.87M
3
+$2.41M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.19M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$2M

Sector Composition

1 Technology 7.15%
2 Financials 6.61%
3 Consumer Discretionary 3.32%
4 Communication Services 2.31%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.9%
41,837
-70,050
27
$1.65M 0.87%
12,481
+4,472
28
$1.56M 0.82%
38,138
-3,634
29
$1.53M 0.81%
11,956
-177
30
$1.47M 0.77%
13,115
+1,035
31
$1.42M 0.75%
+16,606
32
$1.41M 0.75%
23,413
+1,223
33
$1.41M 0.75%
17,829
+980
34
$1.34M 0.71%
12,376
+420
35
$1.33M 0.7%
9,239
+4,344
36
$1.32M 0.7%
28,496
+1,261
37
$1.3M 0.69%
+29,529
38
$1.24M 0.65%
234,960
+81,175
39
$1.22M 0.65%
51,477
+14,577
40
$1.19M 0.63%
+89,654
41
$1.17M 0.62%
+20,756
42
$1.05M 0.56%
69,340
+4,430
43
$1.05M 0.55%
1,927
-172
44
$973K 0.51%
23,999
-3,068
45
$969K 0.51%
83,944
+1,737
46
$939K 0.5%
21,806
-22,889
47
$923K 0.49%
5,726
+107
48
$909K 0.48%
81,669
+9,950
49
$886K 0.47%
22,634
50
$864K 0.46%
7,674
+477
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