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
$220M
AUM Growth
-$317K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.15M
3
+$1.87M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.47M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.33M

Top Sells

1
+$4.35M
2
+$2.19M
3
+$2.18M
4
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$2.1M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.89M

Sector Composition

1 Technology 8.2%
2 Financials 6.48%
3 Communication Services 2.77%
4 Healthcare 2.14%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.87%
51,323
-8,849
27
$1.87M 0.85%
+111,379
28
$1.8M 0.82%
55,533
+22,648
29
$1.62M 0.74%
11,441
+9,372
30
$1.61M 0.73%
6,442
+656
31
$1.54M 0.7%
14,984
+6,463
32
$1.5M 0.68%
92,753
+15,599
33
$1.44M 0.65%
28,206
-42,876
34
$1.41M 0.64%
10,652
-163
35
$1.41M 0.64%
176,290
+23,958
36
$1.38M 0.63%
27,933
-4,042
37
$1.38M 0.63%
6,136
+5,094
38
$1.35M 0.61%
90,143
+56,887
39
$1.27M 0.58%
24,217
+86
40
$1.21M 0.55%
+34,215
41
$1.2M 0.54%
13,507
+2,804
42
$1.17M 0.53%
23,231
+315
43
$1.16M 0.52%
10,464
-1,894
44
$1.14M 0.52%
14,558
+2,304
45
$1.12M 0.51%
+11,520
46
$1.1M 0.5%
38,659
+8,741
47
$1.1M 0.5%
29,710
+17,148
48
$1.09M 0.5%
+39,341
49
$1.09M 0.49%
+10,266
50
$1.07M 0.48%
2,706
-658
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