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
$184M
AUM Growth
-$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$3.44M
2
+$2.95M
3
+$1.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$1.04M

Top Sells

1
+$4.61M
2
+$3.88M
3
+$3.83M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$1.56M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.41M

Sector Composition

1 Technology 7.49%
2 Financials 6.71%
3 Consumer Discretionary 2.95%
4 Communication Services 2.45%
5 Healthcare 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.94%
6,449
27
$1.64M 0.89%
20,512
+3,906
28
$1.55M 0.85%
39,996
-1,841
29
$1.55M 0.84%
12,554
+73
30
$1.46M 0.79%
298,857
+63,897
31
$1.42M 0.77%
10,287
-4,428
32
$1.33M 0.72%
10,949
-1,007
33
$1.29M 0.7%
3,899
+1,893
34
$1.28M 0.7%
13,832
+1,456
35
$1.23M 0.67%
27,832
-664
36
$1.22M 0.67%
11,762
-1,353
37
$1.22M 0.67%
9,680
+441
38
$1.17M 0.63%
96,010
+26,670
39
$1.1M 0.6%
2,163
+236
40
$1.07M 0.58%
24,202
-5,327
41
$1.04M 0.56%
+35,533
42
$945K 0.51%
23,666
-333
43
$938K 0.51%
14,807
+6,603
44
$922K 0.5%
86,994
+3,050
45
$899K 0.49%
38,180
-8,170
46
$897K 0.49%
80,049
-1,620
47
$875K 0.48%
5,151
+918
48
$851K 0.46%
22,404
+12,694
49
$842K 0.46%
+11,689
50
$826K 0.45%
6,087
+361
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