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
$187M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$4.57M
3
+$3.4M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$2.34M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.85M

Top Sells

1
+$7.32M
2
+$6.23M
3
+$4.59M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.99M
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$2.58M

Sector Composition

1 Financials 7.92%
2 Technology 6.33%
3 Consumer Discretionary 3.38%
4 Healthcare 2.93%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.77%
312,943
+14,086
27
$1.38M 0.74%
12,121
+359
28
$1.37M 0.73%
104,389
+85,776
29
$1.34M 0.72%
28,433
+601
30
$1.24M 0.67%
56,512
-50,400
31
$1.23M 0.66%
3,510
-389
32
$1.2M 0.64%
29,599
+14,721
33
$1.15M 0.61%
38,620
+3,087
34
$1.11M 0.6%
99,752
+69,431
35
$1.09M 0.59%
10,897
-2,935
36
$1.08M 0.58%
21,008
+8,438
37
$1.02M 0.55%
7,104
+1,953
38
$969K 0.52%
24,602
+2,198
39
$914K 0.49%
48,624
+3,465
40
$909K 0.49%
78,175
-1,874
41
$899K 0.48%
21,775
+8,023
42
$872K 0.47%
1,583
-580
43
$863K 0.46%
6,683
+3,792
44
$854K 0.46%
+6,642
45
$842K 0.45%
10,018
+3,544
46
$823K 0.44%
2,143
-5,336
47
$813K 0.44%
199,644
+145,923
48
$812K 0.43%
+3,528
49
$808K 0.43%
9,233
-2,456
50
$784K 0.42%
17,850
-166,738
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