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
$236M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$2.1M
3
+$1.9M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.74M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.68M

Top Sells

1
+$2.67M
2
+$1.97M
3
+$1.69M
4
AMD icon
Advanced Micro Devices
AMD
+$1.54M
5
VZ icon
Verizon
VZ
+$1.43M

Sector Composition

1 Technology 6.6%
2 Financials 6.08%
3 Healthcare 3.3%
4 Consumer Staples 2.73%
5 Energy 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.83%
38,610
+10,404
27
$1.94M 0.82%
6,650
+700
28
$1.93M 0.82%
19,227
+16,743
29
$1.9M 0.81%
+22,716
30
$1.88M 0.8%
46,306
-5,017
31
$1.79M 0.76%
88,930
+36,875
32
$1.7M 0.72%
35,172
-40,832
33
$1.66M 0.7%
19,521
-6,576
34
$1.62M 0.69%
30,194
+6,963
35
$1.51M 0.64%
35,755
+6,045
36
$1.45M 0.62%
7,555
-4,100
37
$1.4M 0.59%
27,777
+19,820
38
$1.39M 0.59%
23,742
-475
39
$1.36M 0.58%
8,645
-2,796
40
$1.36M 0.58%
6,826
+1,900
41
$1.31M 0.55%
2,240
+1,392
42
$1.25M 0.53%
45,463
+21,180
43
$1.25M 0.53%
13,674
-884
44
$1.23M 0.52%
12,948
-559
45
$1.18M 0.5%
50,500
+30,000
46
$1.18M 0.5%
19,195
+12,897
47
$1.12M 0.48%
52,126
-591
48
$1.12M 0.47%
+9,004
49
$1.11M 0.47%
64,268
-28,485
50
$1.1M 0.47%
2,309
+641
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